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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 | $12,710 | $58,275-78.2% | $81,844-84.5% | $80,935-84.3% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.4%-39.0pp | 67.7%-34.3pp |
| Annual return | 4.73% | 41.82%-37.1pp | 778.87%-774.1pp | 35.66%-30.9pp |
| Employer contribution / active EE | $864 | $2,346-63.2% | $2,916-70.4% | $2,757-68.6% |
| Participant deferral / active EE | $864 | $3,285-73.7% | $4,323-80.0% | $4,299-79.9% |
| Admin fee / account holder | $4,076 | $4,749-14.2% | $7,355-44.6% | $6,924-41.1% |