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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 | $16,217 | $72,071-77.5% | $68,368-76.3% | $137,256-88.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 3.31% | 353.14%-349.8pp | 292.57%-289.3pp | 220.34%-217.0pp |
| Employer contribution / active EE | $980 | $2,788-64.9% | $2,649-63.0% | $4,156-76.4% |
| Participant deferral / active EE | $1,760 | $4,410-60.1% | $4,123-57.3% | $6,407-72.5% |
| Admin fee / account holder | $437 | $5,336-91.8% | $5,150-91.5% | $12,270-96.4% |