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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 | $19,500 | $48,327-59.7% | $67,575-71.1% | $80,935-75.9% |
| Participation rate | 38.9% | 66.4%-27.5pp | 72.9%-34.0pp | 67.7%-28.8pp |
| Annual return | 9.95% | 18.31%-8.4pp | 3528.98%-3519.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $664 | $2,022-67.2% | $2,736-75.7% | $2,757-75.9% |
| Participant deferral / active EE | $864 | $2,927-70.5% | $4,003-78.4% | $4,299-79.9% |
| Admin fee / account holder | $2,629 | $3,692-28.8% | $3,993-34.2% | $6,924-62.0% |