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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 | $23,931 | $85,171-71.9% | $172,753-86.1% | $72,976-67.2% |
| Participation rate | 62.5% | 70.1%-7.6pp | 82.6%-20.1pp | 69.5%-7.0pp |
| Annual return | 5.63% | 27.32%-21.7pp | 803.00%-797.4pp | 81.02%-75.4pp |
| Employer contribution / active EE | $663 | $3,324-80.1% | $5,144-87.1% | $2,440-72.8% |
| Participant deferral / active EE | $1,235 | $3,260-62.1% | $5,198-76.2% | $3,608-65.8% |
| Admin fee / account holder | $686 | $5,880-88.3% | $13,956-95.1% | $5,124-86.6% |