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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 | $23,663 | $103,000-77.0% | $90,300-73.8% | $152,885-84.5% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 0.64% | 95.19%-94.6pp | 78.11%-77.5pp | 345.39%-344.8pp |
| Employer contribution / active EE | $938 | $3,138-70.1% | $2,854-67.1% | $4,763-80.3% |
| Participant deferral / active EE | $1,891 | $4,281-55.8% | $3,884-51.3% | $5,851-67.7% |
| Admin fee / account holder | $1,549 | $6,173-74.9% | $5,353-71.1% | $11,598-86.6% |