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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 | $12,890 | $29,733-56.6% | $56,025-77.0% | $80,959-84.1% |
| Participation rate | 48.7% | 41.7%+7.0pp | 52.5%-3.8pp | 67.7%-18.9pp |
| Annual return | 9.27% | 35.28%-26.0pp | 1712.69%-1703.4pp | 35.67%-26.4pp |
| Employer contribution / active EE | $474 | $672-29.4% | $1,042-54.5% | $2,757-82.8% |
| Participant deferral / active EE | $1,159 | $1,229-5.7% | $1,955-40.7% | $4,300-73.0% |
| Admin fee / account holder | $931 | $2,434-61.8% | $2,828-67.1% | $6,925-86.6% |