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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 | $15,056 | $85,171-82.3% | $172,752-91.3% | $72,975-79.4% |
| Participation rate | 65.7% | 70.1%-4.3pp | 82.6%-16.9pp | 69.5%-3.8pp |
| Annual return | 4.64% | 27.32%-22.7pp | 802.97%-798.3pp | 81.01%-76.4pp |
| Employer contribution / active EE | $416 | $3,324-87.5% | $5,144-91.9% | $2,440-82.9% |
| Participant deferral / active EE | $900 | $3,260-72.4% | $5,198-82.7% | $3,608-75.0% |
| Admin fee / account holder | $626 | $5,880-89.4% | $13,955-95.5% | $5,124-87.8% |