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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 | $19,437 | $85,169-77.2% | $172,755-88.7% | $72,983-73.4% |
| Participation rate | 64.0% | 70.1%-6.1pp | 82.6%-18.6pp | 69.5%-5.5pp |
| Annual return | 2.87% | 27.32%-24.5pp | 802.94%-800.1pp | 81.01%-78.1pp |
| Employer contribution / active EE | $796 | $3,324-76.0% | $5,144-84.5% | $2,440-67.4% |
| Participant deferral / active EE | $984 | $3,260-69.8% | $5,198-81.1% | $3,608-72.7% |
| Admin fee / account holder | $5,630 | $5,880-4.3% | $13,955-59.7% | $5,124+9.9% |