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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 | $17,064 | $110,830-84.6% | $86,625-80.3% | $167,553-89.8% |
| Participation rate | 54.5% | 75.8%-21.2pp | 71.6%-17.1pp | 82.1%-27.6pp |
| Annual return | 7.57% | 116.99%-109.4pp | 63.52%-55.9pp | 478.89%-471.3pp |
| Employer contribution / active EE | $374 | $3,245-88.5% | $2,496-85.0% | $4,840-92.3% |
| Participant deferral / active EE | $977 | $4,548-78.5% | $3,700-73.6% | $6,343-84.6% |
| Admin fee / account holder | $11,133 | $8,420+32.2% | $5,830+90.9% | $12,316-9.6% |