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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 | $53,063-68.3% | $124,206-86.5% | $82,637-79.6% |
| Participation rate | 28.6% | 58.4%-29.8pp | 69.6%-41.0pp | 68.1%-39.5pp |
| Annual return | 10.14% | 68.87%-58.7pp | 515.27%-505.1pp | 53.51%-43.4pp |
| Employer contribution / active EE | $277 | $1,530-81.9% | $3,540-92.2% | $2,552-89.1% |
| Participant deferral / active EE | $965 | $2,644-63.5% | $3,968-75.7% | $4,126-76.6% |
| Admin fee / account holder | $7,793 | $4,281+82.0% | $5,929+31.5% | $7,339+6.2% |