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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 | $21,321 | $51,638-58.7% | $68,368-68.8% | $82,448-74.1% |
| Participation rate | 57.1% | 63.6%-6.5pp | 73.8%-16.6pp | 68.1%-10.9pp |
| Annual return | 12.31% | 37.53%-25.2pp | 292.57%-280.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $549 | $2,047-73.2% | $2,649-79.3% | $2,551-78.5% |
| Participant deferral / active EE | $1,468 | $2,914-49.6% | $4,123-64.4% | $4,139-64.5% |
| Admin fee / account holder | $4,446 | $4,643-4.3% | $5,150-13.7% | $7,234-38.5% |