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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 | $56,116-68.6% | $135,768-87.0% | $86,983-79.7% |
| Participation rate | 49.0% | 60.1%-11.2pp | 71.1%-22.1pp | 69.5%-20.6pp |
| Annual return | 7.75% | 125.33%-117.6pp | 526.10%-518.3pp | 25.83%-18.1pp |
| Employer contribution / active EE | $604 | $1,528-60.5% | $3,394-82.2% | $2,584-76.6% |
| Participant deferral / active EE | $1,211 | $2,690-55.0% | $3,977-69.6% | $4,194-71.1% |
| Admin fee / account holder | $5,982 | $4,314+38.7% | $7,048-15.1% | $7,856-23.9% |