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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 | $13,383 | $101,618-86.8% | $93,063-85.6% | $137,256-90.2% |
| Participation rate | 62.5% | 74.9%-12.4pp | 72.1%-9.6pp | 80.0%-17.5pp |
| Annual return | 9.06% | 223.95%-214.9pp | 34.15%-25.1pp | 220.34%-211.3pp |
| Employer contribution / active EE | $942 | $2,707-65.2% | $2,476-62.0% | $4,156-77.3% |
| Participant deferral / active EE | $1,379 | $4,279-67.8% | $3,958-65.2% | $6,407-78.5% |
| Admin fee / account holder | $12,189 | $6,198+96.7% | $6,033+102.0% | $12,270-0.7% |