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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 | $17,401 | $61,125-71.5% | $94,057-81.5% | $87,485-80.1% |
| Participation rate | 53.6% | 64.1%-10.5pp | 73.3%-19.8pp | 68.9%-15.4pp |
| Annual return | 10.61% | 35.20%-24.6pp | 480.62%-470.0pp | 26.06%-15.5pp |
| Employer contribution / active EE | $204 | $2,136-90.4% | $2,933-93.0% | $2,596-92.1% |
| Participant deferral / active EE | $957 | $3,260-70.7% | $4,709-79.7% | $4,274-77.6% |
| Admin fee / account holder | $2,428 | $5,629-56.9% | $7,244-66.5% | $7,775-68.8% |