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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 | $12,691 | $96,643-86.9% | $86,617-85.3% | $139,456-90.9% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 9.57% | 106.57%-97.0pp | 591.91%-582.3pp | 373.45%-363.9pp |
| Employer contribution / active EE | $983 | $3,264-69.9% | $3,023-67.5% | $4,753-79.3% |
| Participant deferral / active EE | $3,261 | $4,835-32.6% | $4,437-26.5% | $6,711-51.4% |
| Admin fee / account holder | $11,687 | $6,406+82.4% | $5,613+108.2% | $11,407+2.5% |