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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 | $16,794 | $85,171-80.3% | $172,753-90.3% | $72,976-77.0% |
| Participation rate | 46.6% | 70.1%-23.5pp | 82.6%-36.1pp | 69.5%-22.9pp |
| Annual return | 15.15% | 27.32%-12.2pp | 803.00%-787.9pp | 81.02%-65.9pp |
| Employer contribution / active EE | $774 | $3,324-76.7% | $5,144-85.0% | $2,440-68.3% |
| Participant deferral / active EE | $1,306 | $3,260-59.9% | $5,198-74.9% | $3,608-63.8% |
| Admin fee / account holder | $883 | $5,880-85.0% | $13,956-93.7% | $5,124-82.8% |