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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 | $211,239-92.1% | $178,528-90.6% | $145,877-88.5% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 1.60% | 30.22%-28.6pp | 27.11%-25.5pp | 551.28%-549.7pp |
| Employer contribution / active EE | $1,109 | $4,570-75.7% | $3,950-71.9% | $4,663-76.2% |
| Participant deferral / active EE | $1,393 | $6,963-80.0% | $6,278-77.8% | $6,691-79.2% |
| Admin fee / account holder | $546 | $12,095-95.5% | $10,419-94.8% | $13,402-95.9% |