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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 | $12,092 | $72,071-83.2% | $68,368-82.3% | $137,256-91.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 4.23% | 353.14%-348.9pp | 292.57%-288.3pp | 220.34%-216.1pp |
| Employer contribution / active EE | $1,076 | $2,788-61.4% | $2,649-59.4% | $4,156-74.1% |
| Participant deferral / active EE | $2,152 | $4,410-51.2% | $4,123-47.8% | $6,407-66.4% |
| Admin fee / account holder | $37,447 | $5,336+601.8% | $5,150+627.2% | $12,270+205.2% |