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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 | $10,177 | $29,736-65.8% | $56,033-81.8% | $80,935-87.4% |
| Participation rate | 43.6% | 41.7%+1.9pp | 52.5%-8.9pp | 67.7%-24.1pp |
| Annual return | 7.49% | 35.28%-27.8pp | 1711.38%-1703.9pp | 35.66%-28.2pp |
| Employer contribution / active EE | $616 | $671-8.3% | $1,041-40.9% | $2,757-77.7% |
| Participant deferral / active EE | $1,100 | $1,228-10.5% | $1,954-43.7% | $4,299-74.4% |
| Admin fee / account holder | $1,736 | $2,434-28.7% | $2,827-38.6% | $6,924-74.9% |