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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 | $17,299 | $105,960-83.7% | $81,726-78.8% | $158,982-89.1% |
| Participation rate | 18.2% | 75.6%-57.4pp | 72.0%-53.8pp | 82.0%-63.8pp |
| Annual return | 1.54% | 38.19%-36.6pp | 29.49%-28.0pp | 302.99%-301.5pp |
| Employer contribution / active EE | $646 | $7,805-91.7% | $4,311-85.0% | $4,763-86.4% |
| Participant deferral / active EE | $928 | $13,011-92.9% | $7,108-86.9% | $5,983-84.5% |
| Admin fee / account holder | $11,267 | $8,494+32.6% | $5,160+118.4% | $11,252+0.1% |