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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 | $58,234-78.7% | $81,783-84.8% | $80,874-84.7% |
| Participation rate | 51.7% | 63.4%-11.7pp | 72.4%-20.6pp | 67.6%-15.9pp |
| Annual return | 8.32% | 41.70%-33.4pp | 775.05%-766.7pp | 35.62%-27.3pp |
| Employer contribution / active EE | $471 | $2,341-79.9% | $2,913-83.8% | $2,756-82.9% |
| Participant deferral / active EE | $1,237 | $3,283-62.3% | $4,320-71.4% | $4,297-71.2% |
| Admin fee / account holder | $2,202 | $4,982-55.8% | $7,380-70.2% | $6,935-68.3% |