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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 | $43,730-39.8% | $66,674-60.5% | $64,097-58.9% |
| Participation rate | 16.5% | 50.7%-34.3pp | 73.7%-57.2pp | 55.2%-38.7pp |
| Annual return | 9.07% | 53.62%-44.6pp | 321.24%-312.2pp | 34.64%-25.6pp |
| Employer contribution / active EE | $470 | $1,673-71.9% | $2,620-82.0% | $1,891-75.1% |
| Participant deferral / active EE | $1,046 | $2,122-50.7% | $4,084-74.4% | $3,080-66.0% |
| Admin fee / account holder | $1,640 | $2,708-39.4% | $5,098-67.8% | $3,454-52.5% |