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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 | $18,804 | $85,171-77.9% | $172,752-89.1% | $72,975-74.2% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 4.57% | 27.32%-22.8pp | 802.97%-798.4pp | 81.01%-76.4pp |
| Employer contribution / active EE | $674 | $3,324-79.7% | $5,144-86.9% | $2,440-72.4% |
| Participant deferral / active EE | $959 | $3,260-70.6% | $5,198-81.5% | $3,608-73.4% |
| Admin fee / account holder | $1,946 | $5,880-66.9% | $13,955-86.1% | $5,124-62.0% |