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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 | $11,506 | $45,900-74.9% | $94,057-87.8% | $64,340-82.1% |
| Participation rate | 13.2% | 50.6%-37.3pp | 73.3%-60.1pp | 55.2%-42.0pp |
| Annual return | 8.75% | 50.47%-41.7pp | 480.62%-471.9pp | 24.14%-15.4pp |
| Employer contribution / active EE | $162 | $1,612-90.0% | $2,933-94.5% | $1,862-91.3% |
| Participant deferral / active EE | $631 | $2,102-70.0% | $4,709-86.6% | $2,980-78.8% |
| Admin fee / account holder | $884 | $3,143-71.9% | $7,244-87.8% | $3,703-76.1% |