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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 | $9,611 | $58,311-83.5% | $81,882-88.3% | $80,959-88.1% |
| Participation rate | 58.1% | 63.5%-5.4pp | 72.4%-14.3pp | 67.7%-9.6pp |
| Annual return | 7.83% | 41.85%-34.0pp | 779.47%-771.6pp | 35.67%-27.8pp |
| Employer contribution / active EE | $549 | $2,347-76.6% | $2,916-81.2% | $2,757-80.1% |
| Participant deferral / active EE | $2,307 | $3,287-29.8% | $4,323-46.6% | $4,300-46.3% |
| Admin fee / account holder | $1,988 | $4,752-58.2% | $7,360-73.0% | $6,925-71.3% |