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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 | $17,829 | $107,368-83.4% | $92,915-80.8% | $152,909-88.3% |
| Participation rate | 47.8% | 79.8%-32.0pp | 76.0%-28.2pp | 82.5%-34.6pp |
| Annual return | 8.91% | 145.64%-136.7pp | 109.45%-100.5pp | 345.46%-336.6pp |
| Employer contribution / active EE | $1,498 | $4,222-64.5% | $3,653-59.0% | $4,764-68.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $572 | $7,082-91.9% | $5,796-90.1% | $11,601-95.1% |