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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 | $15,235 | $61,787-75.3% | $97,197-84.3% | $80,925-81.2% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.7%-39.4pp | 67.7%-34.3pp |
| Annual return | 8.24% | -558.16%+566.4pp | 75.47%-67.2pp | 35.65%-27.4pp |
| Employer contribution / active EE | $598 | $1,836-67.4% | $2,723-78.0% | $2,756-78.3% |
| Participant deferral / active EE | $1,151 | $3,027-62.0% | $4,263-73.0% | $4,299-73.2% |
| Admin fee / account holder | $5,667 | $5,170+9.6% | $5,637+0.5% | $6,940-18.3% |