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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 | $17,891 | $58,311-69.3% | $81,882-78.2% | $80,959-77.9% |
| Participation rate | 21.4% | 63.5%-42.1pp | 72.4%-51.0pp | 67.7%-46.2pp |
| Annual return | 8.53% | 41.85%-33.3pp | 779.47%-770.9pp | 35.67%-27.1pp |
| Employer contribution / active EE | $461 | $2,347-80.4% | $2,916-84.2% | $2,757-83.3% |
| Participant deferral / active EE | $955 | $3,287-70.9% | $4,323-77.9% | $4,300-77.8% |
| Admin fee / account holder | $5,348 | $4,752+12.5% | $7,360-27.3% | $6,925-22.8% |