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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 | $25,054 | $63,346-60.4% | $92,240-72.8% | $70,126-64.3% |
| Participation rate | 47.3% | 68.7%-21.4pp | 76.5%-29.2pp | 69.5%-22.3pp |
| Annual return | 9.74% | 530.19%-520.5pp | 176.29%-166.6pp | 73.15%-63.4pp |
| Employer contribution / active EE | $902 | $2,471-63.5% | $3,680-75.5% | $2,343-61.5% |
| Participant deferral / active EE | $1,393 | $2,854-51.2% | $3,897-64.3% | $3,332-58.2% |
| Admin fee / account holder | $741 | $3,841-80.7% | $5,194-85.7% | $4,645-84.1% |