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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 | $16,760 | $211,288-92.1% | $178,540-90.6% | $145,884-88.5% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 1.60% | 30.27%-28.7pp | 27.15%-25.5pp | 551.85%-550.2pp |
| Employer contribution / active EE | $1,109 | $4,574-75.7% | $3,953-71.9% | $4,662-76.2% |
| Participant deferral / active EE | $1,393 | $6,967-80.0% | $6,281-77.8% | $6,690-79.2% |
| Admin fee / account holder | $546 | $12,105-95.5% | $10,424-94.8% | $13,392-95.9% |