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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 | $111,878-89.7% | $93,727-87.7% | $145,897-92.1% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.9pp |
| Annual return | 5.49% | 204.28%-198.8pp | 133.83%-128.3pp | 552.29%-546.8pp |
| Employer contribution / active EE | $934 | $3,092-69.8% | $2,421-61.4% | $4,663-80.0% |
| Participant deferral / active EE | $1,208 | $4,920-75.4% | $4,417-72.6% | $6,689-81.9% |
| Admin fee / account holder | $23,206 | $10,256+126.3% | $8,292+179.9% | $13,390+73.3% |