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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 | $16,716 | $27,876-40.0% | $83,854-80.1% | $65,191-74.4% |
| Participation rate | 13.3% | 23.2%-10.0pp | 59.1%-45.8pp | 63.0%-49.7pp |
| Annual return | 5.40% | 305.90%-300.5pp | 31.39%-26.0pp | 51.24%-45.8pp |
| Employer contribution / active EE | $147 | $472-68.9% | $1,017-85.6% | $2,400-93.9% |
| Participant deferral / active EE | $516 | $580-11.1% | $2,035-74.7% | $2,671-80.7% |
| Admin fee / account holder | $3,190 | $1,497+113.1% | $3,197-0.2% | $907+251.7% |