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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 | $19,882 | $111,878-82.2% | $93,727-78.8% | $145,897-86.4% |
| Participation rate | 16.7% | 74.2%-57.5pp | 68.7%-52.0pp | 80.3%-63.6pp |
| Annual return | 6.05% | 204.28%-198.2pp | 133.83%-127.8pp | 552.29%-546.2pp |
| Employer contribution / active EE | $1,091 | $3,092-64.7% | $2,421-54.9% | $4,663-76.6% |
| Participant deferral / active EE | $2,551 | $4,920-48.2% | $4,417-42.3% | $6,689-61.9% |
| Admin fee / account holder | $20,715 | $10,256+102.0% | $8,292+149.8% | $13,390+54.7% |