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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 | $18,528 | $80,812-77.1% | $160,784-88.5% | $82,448-77.5% |
| Participation rate | 48.3% | 66.2%-18.0pp | 77.0%-28.7pp | 68.1%-19.8pp |
| Annual return | 12.10% | 100.59%-88.5pp | 1803.92%-1791.8pp | 41.64%-29.5pp |
| Employer contribution / active EE | $531 | $2,174-75.6% | $3,733-85.8% | $2,551-79.2% |
| Participant deferral / active EE | $1,915 | $4,335-55.8% | $6,293-69.6% | $4,139-53.7% |
| Admin fee / account holder | $352 | $7,695-95.4% | $9,717-96.4% | $7,234-95.1% |