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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 | $11,853 | $51,638-77.0% | $68,368-82.7% | $82,448-85.6% |
| Participation rate | 30.0% | 63.6%-33.6pp | 73.8%-43.8pp | 68.1%-38.1pp |
| Annual return | 13.38% | 37.53%-24.2pp | 292.57%-279.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $457 | $2,047-77.7% | $2,649-82.7% | $2,551-82.1% |
| Participant deferral / active EE | $1,009 | $2,914-65.4% | $4,123-75.5% | $4,139-75.6% |
| Admin fee / account holder | $346 | $4,643-92.5% | $5,150-93.3% | $7,234-95.2% |