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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 | $16,987 | $77,638-78.1% | $156,551-89.1% | $62,881-73.0% |
| Participation rate | 17.9% | 71.2%-53.3pp | 84.0%-66.2pp | 69.3%-51.4pp |
| Annual return | 1.36% | 50.33%-49.0pp | 32.23%-30.9pp | 20.14%-18.8pp |
| Employer contribution / active EE | $1,469 | $3,444-57.3% | $5,501-73.3% | $2,281-35.6% |
| Participant deferral / active EE | $2,210 | $3,046-27.4% | $4,871-54.6% | $3,203-31.0% |
| Admin fee / account holder | $1,094 | $5,561-80.3% | $13,028-91.6% | $4,296-74.5% |