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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 | $11,559 | $111,785-89.7% | $93,669-87.7% | $145,877-92.1% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 5.49% | 203.79%-198.3pp | 133.59%-128.1pp | 551.28%-545.8pp |
| Employer contribution / active EE | $934 | $3,096-69.8% | $2,424-61.5% | $4,663-80.0% |
| Participant deferral / active EE | $1,208 | $4,919-75.4% | $4,416-72.6% | $6,691-81.9% |
| Admin fee / account holder | $23,206 | $10,256+126.3% | $8,291+179.9% | $13,402+73.1% |