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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 | $17,038 | $52,279-67.4% | $89,435-80.9% | $79,856-78.7% |
| Participation rate | 35.5% | 57.5%-22.1pp | 68.0%-32.5pp | 69.6%-34.2pp |
| Annual return | 9.06% | 22.16%-13.1pp | 245.55%-236.5pp | 31.71%-22.7pp |
| Employer contribution / active EE | $456 | $1,572-71.0% | $2,587-82.4% | $2,471-81.6% |
| Participant deferral / active EE | $1,361 | $2,740-50.3% | $3,890-65.0% | $3,741-63.6% |
| Admin fee / account holder | $12,537 | $3,356+273.5% | $4,884+156.7% | $5,306+136.3% |