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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 | $12,709 | $56,134-77.4% | $96,192-86.8% | $85,851-85.2% |
| Participation rate | 36.4% | 56.7%-20.4pp | 68.4%-32.1pp | 69.3%-33.0pp |
| Annual return | 8.69% | 42.30%-33.6pp | 192.09%-183.4pp | 318.63%-309.9pp |
| Employer contribution / active EE | $1,047 | $1,620-35.4% | $2,799-62.6% | $2,565-59.2% |
| Participant deferral / active EE | $1,645 | $2,858-42.4% | $4,351-62.2% | $3,952-58.4% |
| Admin fee / account holder | $475 | $3,769-87.4% | $5,539-91.4% | $6,261-92.4% |