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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 | $9,205 | $53,063-82.7% | $124,206-92.6% | $82,637-88.9% |
| Participation rate | 55.6% | 58.4%-2.9pp | 69.6%-14.0pp | 68.1%-12.5pp |
| Annual return | 9.99% | 68.87%-58.9pp | 515.27%-505.3pp | 53.51%-43.5pp |
| Employer contribution / active EE | $754 | $1,530-50.7% | $3,540-78.7% | $2,552-70.5% |
| Participant deferral / active EE | $1,051 | $2,644-60.3% | $3,968-73.5% | $4,126-74.5% |
| Admin fee / account holder | $783 | $4,281-81.7% | $5,929-86.8% | $7,339-89.3% |