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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 | $13,548 | $58,258-76.7% | $81,820-83.4% | $80,925-83.3% |
| Participation rate | 61.5% | 63.5%-1.9pp | 72.4%-10.8pp | 67.7%-6.1pp |
| Annual return | 10.07% | 41.76%-31.7pp | 777.93%-767.9pp | 35.65%-25.6pp |
| Employer contribution / active EE | $884 | $2,345-62.3% | $2,915-69.7% | $2,756-67.9% |
| Participant deferral / active EE | $1,068 | $3,284-67.5% | $4,323-75.3% | $4,299-75.2% |
| Admin fee / account holder | $1,241 | $4,976-75.1% | $7,391-83.2% | $6,940-82.1% |