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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 | $16,612 | $70,366-76.4% | $66,674-75.1% | $138,895-88.0% |
| Participation rate | 55.6% | 76.2%-20.6pp | 73.7%-18.1pp | 79.9%-24.4pp |
| Annual return | 11.40% | 386.41%-375.0pp | 321.24%-309.8pp | 145.39%-134.0pp |
| Employer contribution / active EE | $671 | $2,765-75.7% | $2,620-74.4% | $4,194-84.0% |
| Participant deferral / active EE | $630 | $4,374-85.6% | $4,084-84.6% | $6,396-90.2% |
| Admin fee / account holder | $2,956 | $5,262-43.8% | $5,098-42.0% | $12,562-76.5% |