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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 | $16,003 | $111,785-85.7% | $93,669-82.9% | $145,877-89.0% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-27.0pp |
| Annual return | 6.56% | 203.79%-197.2pp | 133.59%-127.0pp | 551.28%-544.7pp |
| Employer contribution / active EE | $624 | $3,096-79.8% | $2,424-74.2% | $4,663-86.6% |
| Participant deferral / active EE | $2,690 | $4,919-45.3% | $4,416-39.1% | $6,691-59.8% |
| Admin fee / account holder | $1,226 | $10,256-88.0% | $8,291-85.2% | $13,402-90.9% |