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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 | $19,085 | $52,353-63.5% | $120,225-84.1% | $82,448-76.9% |
| Participation rate | 56.3% | 58.3%-2.1pp | 69.6%-13.3pp | 68.1%-11.8pp |
| Annual return | 11.90% | 61.85%-50.0pp | 439.23%-427.3pp | 41.64%-29.7pp |
| Employer contribution / active EE | $557 | $1,510-63.1% | $3,475-84.0% | $2,551-78.2% |
| Participant deferral / active EE | $3,147 | $2,627+19.8% | $3,999-21.3% | $4,139-24.0% |
| Admin fee / account holder | $2,363 | $4,363-45.8% | $5,696-58.5% | $7,234-67.3% |