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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 | $27,842 | $63,346-56.0% | $92,240-69.8% | $70,126-60.3% |
| Participation rate | 57.7% | 68.7%-11.0pp | 76.5%-18.8pp | 69.5%-11.8pp |
| Annual return | 6.59% | 530.19%-523.6pp | 176.29%-169.7pp | 73.15%-66.6pp |
| Employer contribution / active EE | $962 | $2,471-61.1% | $3,680-73.8% | $2,343-58.9% |
| Participant deferral / active EE | $3,963 | $2,854+38.9% | $3,897+1.7% | $3,332+18.9% |
| Admin fee / account holder | $435 | $3,841-88.7% | $5,194-91.6% | $4,645-90.6% |