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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 | $9,074 | $28,624-68.3% | $53,647-83.1% | $82,637-89.0% |
| Participation rate | 27.5% | 47.3%-19.8pp | 56.3%-28.8pp | 68.1%-40.6pp |
| Annual return | 14.35% | 664.98%-650.6pp | 358.33%-344.0pp | 53.51%-39.2pp |
| Employer contribution / active EE | $415 | $637-34.8% | $962-56.9% | $2,552-83.7% |
| Participant deferral / active EE | $862 | $1,196-27.9% | $1,813-52.4% | $4,126-79.1% |
| Admin fee / account holder | $4,272 | $2,022+111.3% | $2,460+73.7% | $7,339-41.8% |