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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 | $16,595 | $49,896-66.7% | $80,627-79.4% | $75,173-77.9% |
| Participation rate | 22.6% | 55.3%-32.7pp | 67.0%-44.4pp | 67.2%-44.6pp |
| Annual return | 4.57% | 34.67%-30.1pp | 936.76%-932.2pp | 160.72%-156.1pp |
| Employer contribution / active EE | $628 | $1,699-63.0% | $2,723-76.9% | $2,671-76.5% |
| Participant deferral / active EE | $1,512 | $2,992-49.5% | $4,443-66.0% | $4,126-63.4% |
| Admin fee / account holder | $7,966 | $3,578+122.6% | $5,381+48.1% | $5,651+41.0% |