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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 | $10,118 | $57,330-82.4% | $86,656-88.3% | $75,177-86.5% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 11.58% | 2675.40%-2663.8pp | 593.09%-581.5pp | 160.75%-149.2pp |
| Employer contribution / active EE | $1,083 | $2,316-53.2% | $3,025-64.2% | $2,671-59.4% |
| Participant deferral / active EE | $1,212 | $3,320-63.5% | $4,439-72.7% | $4,126-70.6% |
| Admin fee / account holder | $1,707 | $4,115-58.5% | $5,619-69.6% | $5,651-69.8% |