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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 | $19,221 | $162,529-88.2% | $130,788-85.3% | $154,746-87.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 3.97% | 510.48%-506.5pp | 386.44%-382.5pp | 172.34%-168.4pp |
| Employer contribution / active EE | $123 | $4,447-97.2% | $3,558-96.6% | $4,379-97.2% |
| Participant deferral / active EE | $1,768 | $4,808-63.2% | $4,137-57.3% | $6,730-73.7% |
| Admin fee / account holder | $771 | $7,669-89.9% | $6,673-88.4% | $14,365-94.6% |