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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 | $16,824 | $48,327-65.2% | $67,575-75.1% | $80,935-79.2% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.7%-17.7pp |
| Annual return | 8.25% | 18.31%-10.1pp | 3528.98%-3520.7pp | 35.66%-27.4pp |
| Employer contribution / active EE | $623 | $2,022-69.2% | $2,736-77.2% | $2,757-77.4% |
| Participant deferral / active EE | $1,673 | $2,927-42.8% | $4,003-58.2% | $4,299-61.1% |
| Admin fee / account holder | $5,249 | $3,692+42.2% | $3,993+31.5% | $6,924-24.2% |