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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 | $16,071 | $55,472-71.0% | $155,567-89.7% | $74,546-78.4% |
| Participation rate | 19.8% | 61.9%-42.1pp | 78.2%-58.4pp | 67.2%-47.4pp |
| Annual return | 8.85% | 268.72%-259.9pp | 64.74%-55.9pp | 1366.03%-1357.2pp |
| Employer contribution / active EE | $455 | $2,269-79.9% | $4,674-90.3% | $2,624-82.7% |
| Participant deferral / active EE | $834 | $2,838-70.6% | $5,628-85.2% | $4,347-80.8% |
| Admin fee / account holder | $1,232 | $1,743-29.3% | $15,916-92.3% | $1,944-36.6% |