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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 | $13,345 | $57,305-76.7% | $86,640-84.6% | $75,173-82.2% |
| Participation rate | 58.7% | 63.2%-4.5pp | 71.7%-13.0pp | 67.2%-8.5pp |
| Annual return | 12.73% | 2674.24%-2661.5pp | 592.52%-579.8pp | 160.72%-148.0pp |
| Employer contribution / active EE | $988 | $2,316-57.4% | $3,024-67.3% | $2,671-63.0% |
| Participant deferral / active EE | $944 | $3,320-71.6% | $4,438-78.7% | $4,126-77.1% |
| Admin fee / account holder | $3,076 | $4,116-25.3% | $5,616-45.2% | $5,651-45.6% |