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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 | $17,555 | $57,312-69.4% | $86,617-79.7% | $75,181-76.6% |
| Participation rate | 29.0% | 63.2%-34.2pp | 71.7%-42.7pp | 67.2%-38.2pp |
| Annual return | 5.94% | 2672.78%-2666.8pp | 591.91%-586.0pp | 160.69%-154.7pp |
| Employer contribution / active EE | $571 | $2,315-75.4% | $3,023-81.1% | $2,671-78.6% |
| Participant deferral / active EE | $852 | $3,319-74.3% | $4,437-80.8% | $4,126-79.3% |
| Admin fee / account holder | $2,719 | $4,114-33.9% | $5,613-51.6% | $5,650-51.9% |