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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 | $17,228 | $49,896-65.5% | $80,627-78.6% | $75,173-77.1% |
| Participation rate | 45.9% | 55.3%-9.4pp | 67.0%-21.1pp | 67.2%-21.3pp |
| Annual return | 13.52% | 34.67%-21.2pp | 936.76%-923.2pp | 160.72%-147.2pp |
| Employer contribution / active EE | $810 | $1,699-52.3% | $2,723-70.3% | $2,671-69.7% |
| Participant deferral / active EE | $1,528 | $2,992-48.9% | $4,443-65.6% | $4,126-63.0% |
| Admin fee / account holder | $4,479 | $3,578+25.2% | $5,381-16.8% | $5,651-20.7% |