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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 | $52,353-66.3% | $120,225-85.3% | $82,448-78.6% |
| Participation rate | 49.0% | 58.3%-9.3pp | 69.6%-20.6pp | 68.1%-19.1pp |
| Annual return | 7.75% | 61.85%-54.1pp | 439.23%-431.5pp | 41.64%-33.9pp |
| Employer contribution / active EE | $604 | $1,510-60.0% | $3,475-82.6% | $2,551-76.3% |
| Participant deferral / active EE | $1,211 | $2,627-53.9% | $3,999-69.7% | $4,139-70.8% |
| Admin fee / account holder | $5,982 | $4,363+37.1% | $5,696+5.0% | $7,234-17.3% |