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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 | $26,336 | $47,105-44.1% | $68,368-61.5% | $67,986-61.3% |
| Participation rate | 16.5% | 51.8%-35.3pp | 73.8%-57.3pp | 57.2%-40.8pp |
| Annual return | 9.07% | 48.37%-39.3pp | 292.57%-283.5pp | 31.67%-22.6pp |
| Employer contribution / active EE | $470 | $1,859-74.7% | $2,649-82.2% | $2,019-76.7% |
| Participant deferral / active EE | $1,046 | $2,374-55.9% | $4,123-74.6% | $3,358-68.9% |
| Admin fee / account holder | $1,640 | $2,435-32.7% | $5,150-68.2% | $3,203-48.8% |