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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 | $11,382 | $100,073-88.6% | $85,126-86.6% | $145,877-92.2% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 3.04% | 84.11%-81.1pp | 66.63%-63.6pp | 551.28%-548.2pp |
| Employer contribution / active EE | $2,037 | $3,236-37.1% | $2,731-25.4% | $4,663-56.3% |
| Participant deferral / active EE | $969 | $5,294-81.7% | $4,523-78.6% | $6,691-85.5% |
| Admin fee / account holder | $4,929 | $7,261-32.1% | $6,160-20.0% | $13,402-63.2% |