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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 | $19,341 | $58,258-66.8% | $81,820-76.4% | $80,925-76.1% |
| Participation rate | 53.8% | 63.5%-9.6pp | 72.4%-18.5pp | 67.7%-13.8pp |
| Annual return | 9.57% | 41.76%-32.2pp | 777.93%-768.4pp | 35.65%-26.1pp |
| Employer contribution / active EE | $604 | $2,345-74.3% | $2,915-79.3% | $2,756-78.1% |
| Participant deferral / active EE | $1,325 | $3,284-59.7% | $4,323-69.4% | $4,299-69.2% |
| Admin fee / account holder | $7,121 | $4,976+43.1% | $7,391-3.6% | $6,940+2.6% |