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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 | $16,024 | $48,011-66.6% | $63,803-74.9% | $82,637-80.6% |
| Participation rate | 44.2% | 66.6%-22.4pp | 72.7%-28.5pp | 68.1%-23.9pp |
| Annual return | 11.28% | 19.84%-8.6pp | 543.72%-532.4pp | 53.51%-42.2pp |
| Employer contribution / active EE | $858 | $1,904-54.9% | $2,532-66.1% | $2,552-66.4% |
| Participant deferral / active EE | $864 | $2,846-69.7% | $3,843-77.5% | $4,126-79.1% |
| Admin fee / account holder | $470 | $3,873-87.9% | $5,196-90.9% | $7,339-93.6% |