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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 | $11,426 | $51,638-77.9% | $68,368-83.3% | $82,448-86.1% |
| Participation rate | 62.5% | 63.6%-1.1pp | 73.8%-11.3pp | 68.1%-5.6pp |
| Annual return | 9.72% | 37.53%-27.8pp | 292.57%-282.9pp | 41.64%-31.9pp |
| Employer contribution / active EE | $352 | $2,047-82.8% | $2,649-86.7% | $2,551-86.2% |
| Participant deferral / active EE | $1,271 | $2,914-56.4% | $4,123-69.2% | $4,139-69.3% |
| Admin fee / account holder | $751 | $4,643-83.8% | $5,150-85.4% | $7,234-89.6% |