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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 | $20,277 | $53,128-61.8% | $86,582-76.6% | $70,126-71.1% |
| Participation rate | 46.9% | 65.3%-18.4pp | 73.5%-26.6pp | 69.5%-22.6pp |
| Annual return | 9.06% | 27.66%-18.6pp | 965.08%-956.0pp | 73.15%-64.1pp |
| Employer contribution / active EE | $405 | $2,068-80.4% | $2,839-85.7% | $2,343-82.7% |
| Participant deferral / active EE | $914 | $2,695-66.1% | $3,609-74.7% | $3,332-72.6% |
| Admin fee / account holder | $1,905 | $3,584-46.8% | $4,904-61.1% | $4,645-59.0% |