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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 | $16,107 | $95,383-83.1% | $185,837-91.3% | $85,856-81.2% |
| Participation rate | 44.0% | 68.8%-24.8pp | 81.7%-37.7pp | 69.3%-25.3pp |
| Annual return | 10.90% | 23.59%-12.7pp | 122.08%-111.2pp | 318.58%-307.7pp |
| Employer contribution / active EE | $800 | $3,313-75.8% | $5,168-84.5% | $2,565-68.8% |
| Participant deferral / active EE | $3,084 | $3,423-9.9% | $5,568-44.6% | $3,952-22.0% |
| Admin fee / account holder | $658 | $7,213-90.9% | $16,241-95.9% | $6,261-89.5% |