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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 | $7,480 | $34,316-78.2% | $74,722-90.0% | $72,975-89.8% |
| Participation rate | 55.3% | 42.4%+12.9pp | 54.5%+0.9pp | 69.5%-14.2pp |
| Annual return | 10.14% | 26.58%-16.4pp | 753.11%-743.0pp | 81.01%-70.9pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,521 | $1,272+19.6% | $1,963-22.5% | $3,608-57.8% |
| Admin fee / account holder | $1,141 | $2,125-46.3% | $3,335-65.8% | $5,124-77.7% |