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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 | $16,335 | $58,311-72.0% | $81,882-80.1% | $80,959-79.8% |
| Participation rate | 30.9% | 63.5%-32.6pp | 72.4%-41.5pp | 67.7%-36.8pp |
| Annual return | 9.82% | 41.85%-32.0pp | 779.47%-769.7pp | 35.67%-25.8pp |
| Employer contribution / active EE | $421 | $2,347-82.0% | $2,916-85.6% | $2,757-84.7% |
| Participant deferral / active EE | $818 | $3,287-75.1% | $4,323-81.1% | $4,300-81.0% |
| Admin fee / account holder | $451 | $4,752-90.5% | $7,360-93.9% | $6,925-93.5% |