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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 | $17,555 | $67,823-74.1% | $52,425-66.5% | $137,256-87.2% |
| Participation rate | 40.9% | 63.9%-23.0pp | 55.6%-14.7pp | 80.0%-39.1pp |
| Annual return | 4.22% | 219.11%-214.9pp | 302.12%-297.9pp | 220.34%-216.1pp |
| Employer contribution / active EE | $813 | $1,163-30.1% | $914-11.0% | $4,156-80.4% |
| Participant deferral / active EE | $1,521 | $2,288-33.5% | $1,790-15.0% | $6,407-76.3% |
| Admin fee / account holder | $9,754 | $2,844+242.9% | $2,495+291.0% | $12,270-20.5% |