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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 | $19,444 | $49,976-61.1% | $66,674-70.8% | $82,637-76.5% |
| Participation rate | 38.9% | 63.1%-24.2pp | 73.7%-34.8pp | 68.1%-29.2pp |
| Annual return | 12.02% | 39.09%-27.1pp | 321.24%-309.2pp | 53.51%-41.5pp |
| Employer contribution / active EE | $561 | $1,988-71.8% | $2,620-78.6% | $2,552-78.0% |
| Participant deferral / active EE | $1,759 | $2,847-38.2% | $4,084-56.9% | $4,126-57.4% |
| Admin fee / account holder | $11,264 | $4,594+145.2% | $5,098+121.0% | $7,339+53.5% |