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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 | $13,697 | $58,311-76.5% | $81,882-83.3% | $80,959-83.1% |
| Participation rate | 40.7% | 63.5%-22.7pp | 72.4%-31.6pp | 67.7%-26.9pp |
| Annual return | 9.88% | 41.85%-32.0pp | 779.47%-769.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $963 | $2,347-59.0% | $2,916-67.0% | $2,757-65.1% |
| Participant deferral / active EE | $1,590 | $3,287-51.6% | $4,323-63.2% | $4,300-63.0% |
| Admin fee / account holder | $3,772 | $4,752-20.6% | $7,360-48.7% | $6,925-45.5% |