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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 | $15,378 | $96,678-84.1% | $86,640-82.3% | $139,466-89.0% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 10.79% | 106.69%-95.9pp | 592.52%-581.7pp | 373.66%-362.9pp |
| Employer contribution / active EE | $1,511 | $3,265-53.7% | $3,024-50.0% | $4,754-68.2% |
| Participant deferral / active EE | $3,961 | $4,837-18.1% | $4,438-10.7% | $6,712-41.0% |
| Admin fee / account holder | $2,255 | $6,410-64.8% | $5,616-59.8% | $11,409-80.2% |