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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 | $18,070 | $52,353-65.5% | $120,225-85.0% | $82,448-78.1% |
| Participation rate | 34.1% | 58.3%-24.2pp | 69.6%-35.5pp | 68.1%-34.0pp |
| Annual return | 10.61% | 61.85%-51.2pp | 439.23%-428.6pp | 41.64%-31.0pp |
| Employer contribution / active EE | $806 | $1,510-46.6% | $3,475-76.8% | $2,551-68.4% |
| Participant deferral / active EE | $1,311 | $2,627-50.1% | $3,999-67.2% | $4,139-68.3% |
| Admin fee / account holder | $15,423 | $4,363+253.5% | $5,696+170.8% | $7,234+113.2% |