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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 | $16,638 | $60,139-72.3% | $90,461-81.6% | $79,856-79.2% |
| Participation rate | 40.7% | 65.0%-24.3pp | 72.7%-32.0pp | 69.6%-28.9pp |
| Annual return | 10.20% | 71.96%-61.8pp | 1294.76%-1284.6pp | 31.71%-21.5pp |
| Employer contribution / active EE | $422 | $2,069-79.6% | $3,264-87.1% | $2,471-82.9% |
| Participant deferral / active EE | $843 | $2,939-71.3% | $3,964-78.7% | $3,741-77.5% |
| Admin fee / account holder | $1,396 | $3,978-64.9% | $5,617-75.1% | $5,306-73.7% |