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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,404 | $58,311-78.7% | $81,882-84.9% | $80,959-84.7% |
| Participation rate | 51.7% | 63.5%-11.8pp | 72.4%-20.7pp | 67.7%-15.9pp |
| Annual return | 8.32% | 41.85%-33.5pp | 779.47%-771.2pp | 35.67%-27.4pp |
| Employer contribution / active EE | $471 | $2,347-79.9% | $2,916-83.8% | $2,757-82.9% |
| Participant deferral / active EE | $1,237 | $3,287-62.4% | $4,323-71.4% | $4,300-71.2% |
| Admin fee / account holder | $2,202 | $4,752-53.7% | $7,360-70.1% | $6,925-68.2% |