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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 | $16,504 | $55,437-70.2% | $155,534-89.4% | $74,459-77.8% |
| Participation rate | 53.9% | 61.9%-8.0pp | 78.2%-24.3pp | 67.2%-13.3pp |
| Annual return | 8.99% | 269.58%-260.6pp | 64.92%-55.9pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $588 | $2,266-74.1% | $4,675-87.4% | $2,626-77.6% |
| Participant deferral / active EE | $948 | $2,837-66.6% | $5,630-83.2% | $4,350-78.2% |
| Admin fee / account holder | $1,839 | $1,742+5.6% | $15,900-88.4% | $1,945-5.4% |