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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 | $16,463 | $60,128-72.6% | $90,440-81.8% | $79,852-79.4% |
| Participation rate | 31.0% | 65.0%-34.0pp | 72.7%-41.7pp | 69.6%-38.7pp |
| Annual return | 0.98% | 71.95%-71.0pp | 1294.38%-1293.4pp | 31.72%-30.7pp |
| Employer contribution / active EE | $207 | $2,068-90.0% | $3,263-93.7% | $2,471-91.6% |
| Participant deferral / active EE | $1,058 | $2,939-64.0% | $3,964-73.3% | $3,740-71.7% |
| Admin fee / account holder | $3,147 | $3,977-20.9% | $5,615-43.9% | $5,306-40.7% |