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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 | $51,638-62.3% | $68,368-71.6% | $82,448-76.4% |
| Participation rate | 38.9% | 63.6%-24.7pp | 73.8%-34.9pp | 68.1%-29.2pp |
| Annual return | 12.02% | 37.53%-25.5pp | 292.57%-280.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $561 | $2,047-72.6% | $2,649-78.8% | $2,551-78.0% |
| Participant deferral / active EE | $1,759 | $2,914-39.6% | $4,123-57.3% | $4,139-57.5% |
| Admin fee / account holder | $11,264 | $4,643+142.6% | $5,150+118.7% | $7,234+55.7% |