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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 | $61,815-68.8% | $97,295-80.2% | $80,959-76.2% |
| Participation rate | 54.2% | 63.5%-9.3pp | 72.7%-18.5pp | 67.7%-13.5pp |
| Annual return | 9.67% | -558.73%+568.4pp | 75.62%-66.0pp | 35.67%-26.0pp |
| Employer contribution / active EE | $693 | $1,836-62.2% | $2,723-74.5% | $2,757-74.9% |
| Participant deferral / active EE | $1,498 | $3,027-50.5% | $4,264-64.9% | $4,300-65.2% |
| Admin fee / account holder | $1,645 | $5,166-68.2% | $5,646-70.9% | $6,925-76.2% |