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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 | $16,675 | $57,305-70.9% | $86,640-80.8% | $75,173-77.8% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 10.65% | 2674.24%-2663.6pp | 592.52%-581.9pp | 160.72%-150.1pp |
| Employer contribution / active EE | $814 | $2,316-64.8% | $3,024-73.1% | $2,671-69.5% |
| Participant deferral / active EE | $1,989 | $3,320-40.1% | $4,438-55.2% | $4,126-51.8% |
| Admin fee / account holder | $379 | $4,116-90.8% | $5,616-93.2% | $5,651-93.3% |