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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 | $19,292 | $61,789-68.8% | $97,167-80.1% | $80,874-76.1% |
| Participation rate | 54.2% | 63.5%-9.3pp | 72.7%-18.5pp | 67.6%-13.5pp |
| Annual return | 9.67% | -557.90%+567.6pp | 75.27%-65.6pp | 35.62%-26.0pp |
| Employer contribution / active EE | $693 | $1,837-62.2% | $2,729-74.6% | $2,756-74.8% |
| Participant deferral / active EE | $1,498 | $3,028-50.5% | $4,264-64.9% | $4,297-65.1% |
| Admin fee / account holder | $1,645 | $5,168-68.2% | $5,650-70.9% | $6,935-76.3% |