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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 | $15,877 | $85,171-81.4% | $172,752-90.8% | $72,975-78.2% |
| Participation rate | 64.3% | 70.1%-5.8pp | 82.6%-18.4pp | 69.5%-5.2pp |
| Annual return | 5.82% | 27.32%-21.5pp | 802.97%-797.2pp | 81.01%-75.2pp |
| Employer contribution / active EE | $582 | $3,324-82.5% | $5,144-88.7% | $2,440-76.2% |
| Participant deferral / active EE | $973 | $3,260-70.1% | $5,198-81.3% | $3,608-73.0% |
| Admin fee / account holder | $2,257 | $5,880-61.6% | $13,955-83.8% | $5,124-56.0% |