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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 | $17,459 | $56,431-69.1% | $130,788-86.7% | $87,485-80.0% |
| Participation rate | 25.0% | 58.9%-33.9pp | 70.1%-45.1pp | 68.9%-43.9pp |
| Annual return | 5.09% | 91.27%-86.2pp | 386.44%-381.4pp | 26.06%-21.0pp |
| Employer contribution / active EE | $868 | $1,549-44.0% | $3,558-75.6% | $2,596-66.6% |
| Participant deferral / active EE | $1,673 | $2,749-39.1% | $4,137-59.6% | $4,274-60.8% |
| Admin fee / account holder | $1,639 | $4,433-63.0% | $6,673-75.4% | $7,775-78.9% |