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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 | $11,037 | $29,733-62.9% | $56,025-80.3% | $80,959-86.4% |
| Participation rate | 45.1% | 41.7%+3.3pp | 52.5%-7.4pp | 67.7%-22.6pp |
| Annual return | 10.37% | 35.28%-24.9pp | 1712.69%-1702.3pp | 35.67%-25.3pp |
| Employer contribution / active EE | $675 | $672+0.5% | $1,042-35.2% | $2,757-75.5% |
| Participant deferral / active EE | $865 | $1,229-29.6% | $1,955-55.7% | $4,300-79.9% |
| Admin fee / account holder | $4,463 | $2,434+83.4% | $2,828+57.8% | $6,925-35.6% |