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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 | $21,560 | $85,171-74.7% | $172,752-87.5% | $72,975-70.5% |
| Participation rate | 61.3% | 70.1%-8.8pp | 82.6%-21.4pp | 69.5%-8.2pp |
| Annual return | 5.15% | 27.32%-22.2pp | 802.97%-797.8pp | 81.01%-75.9pp |
| Employer contribution / active EE | $933 | $3,324-71.9% | $5,144-81.9% | $2,440-61.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,061 | $5,880-65.0% | $13,955-85.2% | $5,124-59.8% |