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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 | $15,727 | $55,472-71.6% | $155,567-89.9% | $74,546-78.9% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.6pp | 67.2%-27.6pp |
| Annual return | 11.01% | 268.72%-257.7pp | 64.74%-53.7pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $854 | $2,269-62.4% | $4,674-81.7% | $2,624-67.5% |
| Participant deferral / active EE | $1,312 | $2,838-53.8% | $5,628-76.7% | $4,347-69.8% |
| Admin fee / account holder | $590 | $1,743-66.1% | $15,916-96.3% | $1,944-69.6% |