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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 | $70,366-77.0% | $66,674-75.7% | $138,895-88.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 3.31% | 386.41%-383.1pp | 321.24%-317.9pp | 145.39%-142.1pp |
| Employer contribution / active EE | $980 | $2,765-64.6% | $2,620-62.6% | $4,194-76.6% |
| Participant deferral / active EE | $1,760 | $4,374-59.8% | $4,084-56.9% | $6,396-72.5% |
| Admin fee / account holder | $437 | $5,262-91.7% | $5,098-91.4% | $12,562-96.5% |