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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 | $58,275-76.8% | $81,844-83.4% | $80,935-83.3% |
| Participation rate | 61.5% | 63.5%-1.9pp | 72.4%-10.8pp | 67.7%-6.1pp |
| Annual return | 10.07% | 41.82%-31.7pp | 778.87%-768.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $884 | $2,346-62.3% | $2,916-69.7% | $2,757-67.9% |
| Participant deferral / active EE | $1,068 | $3,285-67.5% | $4,323-75.3% | $4,299-75.2% |
| Admin fee / account holder | $1,241 | $4,749-73.9% | $7,355-83.1% | $6,924-82.1% |