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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 | $58,234-66.8% | $81,783-76.4% | $80,874-76.1% |
| Participation rate | 53.8% | 63.4%-9.6pp | 72.4%-18.5pp | 67.6%-13.8pp |
| Annual return | 9.57% | 41.70%-32.1pp | 775.05%-765.5pp | 35.62%-26.0pp |
| Employer contribution / active EE | $604 | $2,341-74.2% | $2,913-79.3% | $2,756-78.1% |
| Participant deferral / active EE | $1,325 | $3,283-59.6% | $4,320-69.3% | $4,297-69.2% |
| Admin fee / account holder | $7,121 | $4,982+43.0% | $7,380-3.5% | $6,935+2.7% |