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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 | $13,678 | $51,638-73.5% | $68,368-80.0% | $82,448-83.4% |
| Participation rate | 61.0% | 63.6%-2.6pp | 73.8%-12.7pp | 68.1%-7.0pp |
| Annual return | 9.31% | 37.53%-28.2pp | 292.57%-283.3pp | 41.64%-32.3pp |
| Employer contribution / active EE | $258 | $2,047-87.4% | $2,649-90.3% | $2,551-89.9% |
| Participant deferral / active EE | $1,110 | $2,914-61.9% | $4,123-73.1% | $4,139-73.2% |
| Admin fee / account holder | $982 | $4,643-78.8% | $5,150-80.9% | $7,234-86.4% |