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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 | $14,043 | $51,638-72.8% | $68,368-79.5% | $82,448-83.0% |
| Participation rate | 46.5% | 63.6%-17.1pp | 73.8%-27.3pp | 68.1%-21.6pp |
| Annual return | 12.60% | 37.53%-24.9pp | 292.57%-280.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $517 | $2,047-74.7% | $2,649-80.5% | $2,551-79.7% |
| Participant deferral / active EE | $1,102 | $2,914-62.2% | $4,123-73.3% | $4,139-73.4% |
| Admin fee / account holder | $11,553 | $4,643+148.8% | $5,150+124.3% | $7,234+59.7% |