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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 | $16,021 | $45,123-64.5% | $85,240-81.2% | $74,478-78.5% |
| Participation rate | 24.5% | 49.4%-24.8pp | 67.5%-43.0pp | 67.2%-42.7pp |
| Annual return | 8.71% | 26.32%-17.6pp | 66.75%-58.0pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $375 | $1,459-74.3% | $2,735-86.3% | $2,626-85.7% |
| Participant deferral / active EE | $1,371 | $2,736-49.9% | $4,527-69.7% | $4,350-68.5% |
| Admin fee / account holder | $7,675 | $2,215+246.6% | $6,165+24.5% | $1,946+294.5% |