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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 | $16,571 | $91,179-81.8% | $178,499-90.7% | $79,852-79.2% |
| Participation rate | 37.1% | 69.2%-32.1pp | 81.9%-44.8pp | 69.6%-32.5pp |
| Annual return | 8.93% | 24.19%-15.3pp | 151.10%-142.2pp | 31.72%-22.8pp |
| Employer contribution / active EE | $474 | $3,256-85.5% | $5,011-90.5% | $2,471-80.8% |
| Participant deferral / active EE | $1,038 | $3,236-67.9% | $5,202-80.1% | $3,740-72.3% |
| Admin fee / account holder | $2,043 | $6,749-69.7% | $13,986-85.4% | $5,306-61.5% |