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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 | $21,009 | $63,346-66.8% | $92,240-77.2% | $70,126-70.0% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 9.91% | 530.19%-520.3pp | 176.29%-166.4pp | 73.15%-63.2pp |
| Employer contribution / active EE | $556 | $2,471-77.5% | $3,680-84.9% | $2,343-76.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,393 | $3,841-37.7% | $5,194-53.9% | $4,645-48.5% |