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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 | $16,819 | $52,353-67.9% | $120,225-86.0% | $82,448-79.6% |
| Participation rate | 28.6% | 58.3%-29.7pp | 69.6%-41.0pp | 68.1%-39.5pp |
| Annual return | 10.14% | 61.85%-51.7pp | 439.23%-429.1pp | 41.64%-31.5pp |
| Employer contribution / active EE | $277 | $1,510-81.7% | $3,475-92.0% | $2,551-89.1% |
| Participant deferral / active EE | $965 | $2,627-63.3% | $3,999-75.9% | $4,139-76.7% |
| Admin fee / account holder | $7,793 | $4,363+78.6% | $5,696+36.8% | $7,234+7.7% |