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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 | $16,284 | $85,171-80.9% | $172,753-90.6% | $72,976-77.7% |
| Participation rate | 56.8% | 70.1%-13.2pp | 82.6%-25.8pp | 69.5%-12.7pp |
| Annual return | 4.66% | 27.32%-22.7pp | 803.00%-798.3pp | 81.02%-76.4pp |
| Employer contribution / active EE | $739 | $3,324-77.8% | $5,144-85.6% | $2,440-69.7% |
| Participant deferral / active EE | $1,935 | $3,260-40.6% | $5,198-62.8% | $3,608-46.4% |
| Admin fee / account holder | $520 | $5,880-91.2% | $13,956-96.3% | $5,124-89.9% |