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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 | $18,721 | $106,008-82.3% | $92,240-79.7% | $147,586-87.3% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 7.24% | 50.05%-42.8pp | 176.29%-169.1pp | 578.59%-571.4pp |
| Employer contribution / active EE | $962 | $4,333-77.8% | $3,680-73.9% | $4,876-80.3% |
| Participant deferral / active EE | $1,683 | $4,478-62.4% | $3,897-56.8% | $5,439-69.1% |
| Admin fee / account holder | $2,185 | $6,333-65.5% | $5,194-57.9% | $10,886-79.9% |