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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 | $16,147 | $51,638-68.7% | $68,368-76.4% | $82,448-80.4% |
| Participation rate | 28.6% | 63.6%-35.0pp | 73.8%-45.2pp | 68.1%-39.5pp |
| Annual return | 13.38% | 37.53%-24.2pp | 292.57%-279.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $929 | $2,047-54.6% | $2,649-64.9% | $2,551-63.6% |
| Participant deferral / active EE | $1,271 | $2,914-56.4% | $4,123-69.2% | $4,139-69.3% |
| Admin fee / account holder | $12,277 | $4,643+164.4% | $5,150+138.4% | $7,234+69.7% |