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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 | $15,891 | $47,479-66.5% | $62,929-74.7% | $82,448-80.7% |
| Participation rate | 56.5% | 66.9%-10.3pp | 73.1%-16.6pp | 68.1%-11.5pp |
| Annual return | 11.09% | 20.34%-9.3pp | 1063.93%-1052.8pp | 41.64%-30.6pp |
| Employer contribution / active EE | $709 | $1,885-62.4% | $2,505-71.7% | $2,551-72.2% |
| Participant deferral / active EE | $1,109 | $2,870-61.4% | $3,888-71.5% | $4,139-73.2% |
| Admin fee / account holder | $2,648 | $3,804-30.4% | $5,065-47.7% | $7,234-63.4% |