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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 | $17,636 | $53,063-66.8% | $124,206-85.8% | $82,637-78.7% |
| Participation rate | 49.0% | 58.4%-9.4pp | 69.6%-20.6pp | 68.1%-19.1pp |
| Annual return | 7.75% | 68.87%-61.1pp | 515.27%-507.5pp | 53.51%-45.8pp |
| Employer contribution / active EE | $604 | $1,530-60.5% | $3,540-82.9% | $2,552-76.3% |
| Participant deferral / active EE | $1,211 | $2,644-54.2% | $3,968-69.5% | $4,126-70.7% |
| Admin fee / account holder | $5,982 | $4,281+39.7% | $5,929+0.9% | $7,339-18.5% |