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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 | $18,262 | $85,171-78.6% | $172,753-89.4% | $72,976-75.0% |
| Participation rate | 39.3% | 70.1%-30.8pp | 82.6%-43.4pp | 69.5%-30.2pp |
| Annual return | 15.79% | 27.32%-11.5pp | 803.00%-787.2pp | 81.02%-65.2pp |
| Employer contribution / active EE | $681 | $3,324-79.5% | $5,144-86.8% | $2,440-72.1% |
| Participant deferral / active EE | $941 | $3,260-71.1% | $5,198-81.9% | $3,608-73.9% |
| Admin fee / account holder | $12,205 | $5,880+107.6% | $13,956-12.5% | $5,124+138.2% |