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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 | $17,694 | $55,470-68.1% | $155,556-88.6% | $74,478-76.2% |
| Participation rate | 46.6% | 61.9%-15.3pp | 78.2%-31.6pp | 67.2%-20.6pp |
| Annual return | 9.52% | 269.80%-260.3pp | 64.84%-55.3pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $559 | $2,267-75.3% | $4,675-88.0% | $2,626-78.7% |
| Participant deferral / active EE | $1,604 | $2,838-43.5% | $5,631-71.5% | $4,350-63.1% |
| Admin fee / account holder | $2,635 | $1,744+51.1% | $15,885-83.4% | $1,946+35.4% |