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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 | $15,847 | $85,171-81.4% | $172,752-90.8% | $72,975-78.3% |
| Participation rate | 69.0% | 70.1%-1.1pp | 82.6%-13.7pp | 69.5%-0.5pp |
| Annual return | 6.60% | 27.32%-20.7pp | 802.97%-796.4pp | 81.01%-74.4pp |
| Employer contribution / active EE | $923 | $3,324-72.2% | $5,144-82.1% | $2,440-62.2% |
| Participant deferral / active EE | $3,601 | $3,260+10.5% | $5,198-30.7% | $3,608-0.2% |
| Admin fee / account holder | $425 | $5,880-92.8% | $13,955-97.0% | $5,124-91.7% |