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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 | $18,999 | $85,169-77.7% | $172,755-89.0% | $72,983-74.0% |
| Participation rate | 64.0% | 70.1%-6.1pp | 82.6%-18.6pp | 69.5%-5.5pp |
| Annual return | 0.57% | 27.32%-26.8pp | 802.94%-802.4pp | 81.01%-80.4pp |
| Employer contribution / active EE | $1,033 | $3,324-68.9% | $5,144-79.9% | $2,440-57.7% |
| Participant deferral / active EE | $1,530 | $3,260-53.1% | $5,198-70.6% | $3,608-57.6% |
| Admin fee / account holder | $1,388 | $5,880-76.4% | $13,955-90.1% | $5,124-72.9% |