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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 | $13,956 | $96,643-85.6% | $86,617-83.9% | $139,456-90.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 9.64% | 106.57%-96.9pp | 591.91%-582.3pp | 373.45%-363.8pp |
| Employer contribution / active EE | $597 | $3,264-81.7% | $3,023-80.3% | $4,753-87.4% |
| Participant deferral / active EE | $3,853 | $4,835-20.3% | $4,437-13.2% | $6,711-42.6% |
| Admin fee / account holder | $498 | $6,406-92.2% | $5,613-91.1% | $11,407-95.6% |