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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 | $17,124 | $85,171-79.9% | $172,752-90.1% | $72,975-76.5% |
| Participation rate | 67.5% | 70.1%-2.6pp | 82.6%-15.2pp | 69.5%-2.0pp |
| Annual return | 11.12% | 27.32%-16.2pp | 802.97%-791.8pp | 81.01%-69.9pp |
| Employer contribution / active EE | $771 | $3,324-76.8% | $5,144-85.0% | $2,440-68.4% |
| Participant deferral / active EE | $962 | $3,260-70.5% | $5,198-81.5% | $3,608-73.3% |
| Admin fee / account holder | $1,243 | $5,880-78.9% | $13,955-91.1% | $5,124-75.7% |