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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 | $29,250 | $85,171-65.7% | $172,753-83.1% | $72,976-59.9% |
| Participation rate | 52.1% | 70.1%-17.9pp | 82.6%-30.5pp | 69.5%-17.4pp |
| Annual return | 15.84% | 27.32%-11.5pp | 803.00%-787.2pp | 81.02%-65.2pp |
| Employer contribution / active EE | $476 | $3,324-85.7% | $5,144-90.8% | $2,440-80.5% |
| Participant deferral / active EE | $1,432 | $3,260-56.1% | $5,198-72.4% | $3,608-60.3% |
| Admin fee / account holder | $1,268 | $5,880-78.4% | $13,956-90.9% | $5,124-75.3% |