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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 | $111,830-85.7% | $93,696-82.9% | $145,884-89.0% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-27.0pp |
| Annual return | 6.56% | 204.08%-197.5pp | 133.74%-127.2pp | 551.85%-545.3pp |
| Employer contribution / active EE | $624 | $3,093-79.8% | $2,422-74.2% | $4,662-86.6% |
| Participant deferral / active EE | $2,690 | $4,920-45.3% | $4,417-39.1% | $6,690-59.8% |
| Admin fee / account holder | $1,226 | $10,249-88.0% | $8,287-85.2% | $13,392-90.8% |