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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 | $10,682 | $47,105-77.3% | $68,368-84.4% | $67,986-84.3% |
| Participation rate | 67.9% | 51.8%+16.1pp | 73.8%-5.9pp | 57.2%+10.7pp |
| Annual return | 8.99% | 48.37%-39.4pp | 292.57%-283.6pp | 31.67%-22.7pp |
| Employer contribution / active EE | $655 | $1,859-64.8% | $2,649-75.3% | $2,019-67.6% |
| Participant deferral / active EE | $1,472 | $2,374-38.0% | $4,123-64.3% | $3,358-56.2% |
| Admin fee / account holder | $1,585 | $2,435-34.9% | $5,150-69.2% | $3,203-50.5% |