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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 | $11,583 | $58,258-80.1% | $81,820-85.8% | $80,925-85.7% |
| Participation rate | 16.4% | 63.5%-47.1pp | 72.4%-56.0pp | 67.7%-51.3pp |
| Annual return | 5.91% | 41.76%-35.9pp | 777.93%-772.0pp | 35.65%-29.7pp |
| Employer contribution / active EE | $517 | $2,345-78.0% | $2,915-82.3% | $2,756-81.2% |
| Participant deferral / active EE | $943 | $3,284-71.3% | $4,323-78.2% | $4,299-78.1% |
| Admin fee / account holder | $636 | $4,976-87.2% | $7,391-91.4% | $6,940-90.8% |