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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 | $16,759 | $51,184-67.3% | $66,439-74.8% | $86,983-80.7% |
| Participation rate | 51.6% | 68.5%-16.9pp | 74.5%-22.9pp | 69.5%-18.0pp |
| Annual return | 9.21% | 17.07%-7.9pp | 757.66%-748.5pp | 25.83%-16.6pp |
| Employer contribution / active EE | $736 | $2,023-63.6% | $2,637-72.1% | $2,584-71.5% |
| Participant deferral / active EE | $1,236 | $2,927-57.8% | $3,876-68.1% | $4,194-70.5% |
| Admin fee / account holder | $1,215 | $4,154-70.7% | $6,173-80.3% | $7,856-84.5% |