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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 | $14,820 | $77,638-80.9% | $156,551-90.5% | $62,881-76.4% |
| Participation rate | 59.2% | 71.2%-12.0pp | 84.0%-24.8pp | 69.3%-10.1pp |
| Annual return | 1.79% | 50.33%-48.5pp | 32.23%-30.4pp | 20.14%-18.3pp |
| Employer contribution / active EE | $500 | $3,444-85.5% | $5,501-90.9% | $2,281-78.1% |
| Participant deferral / active EE | $875 | $3,046-71.3% | $4,871-82.0% | $3,203-72.7% |
| Admin fee / account holder | $782 | $5,561-85.9% | $13,028-94.0% | $4,296-81.8% |