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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 | $19,266 | $56,060-65.6% | $76,002-74.7% | $80,874-76.2% |
| Participation rate | 52.8% | 62.0%-9.3pp | 69.1%-16.3pp | 67.6%-14.9pp |
| Annual return | 8.12% | 20.54%-12.4pp | 360.07%-351.9pp | 35.62%-27.5pp |
| Employer contribution / active EE | $731 | $1,873-61.0% | $2,688-72.8% | $2,756-73.5% |
| Participant deferral / active EE | $1,072 | $3,051-64.9% | $4,257-74.8% | $4,297-75.0% |
| Admin fee / account holder | $11,229 | $5,237+114.4% | $6,414+75.1% | $6,935+61.9% |