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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 | $16,159 | $45,123-64.2% | $85,240-81.0% | $74,478-78.3% |
| Participation rate | 30.7% | 49.4%-18.6pp | 67.5%-36.8pp | 67.2%-36.5pp |
| Annual return | 11.06% | 26.32%-15.3pp | 66.75%-55.7pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $593 | $1,459-59.3% | $2,735-78.3% | $2,626-77.4% |
| Participant deferral / active EE | $878 | $2,736-67.9% | $4,527-80.6% | $4,350-79.8% |
| Admin fee / account holder | $2,634 | $2,215+18.9% | $6,165-57.3% | $1,946+35.4% |