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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 | $11,220 | $58,311-80.8% | $81,882-86.3% | $80,959-86.1% |
| Participation rate | 57.4% | 63.5%-6.1pp | 72.4%-15.0pp | 67.7%-10.3pp |
| Annual return | 9.96% | 41.85%-31.9pp | 779.47%-769.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $685 | $2,347-70.8% | $2,916-76.5% | $2,757-75.1% |
| Participant deferral / active EE | $1,892 | $3,287-42.4% | $4,323-56.2% | $4,300-56.0% |
| Admin fee / account holder | $500 | $4,752-89.5% | $7,360-93.2% | $6,925-92.8% |