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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 | $16,011 | $91,167-82.4% | $178,498-91.0% | $79,858-80.0% |
| Participation rate | 26.2% | 69.2%-43.0pp | 81.9%-55.7pp | 69.6%-43.4pp |
| Annual return | 7.06% | 24.19%-17.1pp | 151.09%-144.0pp | 31.72%-24.7pp |
| Employer contribution / active EE | $523 | $3,255-83.9% | $5,011-89.6% | $2,471-78.8% |
| Participant deferral / active EE | $1,266 | $3,236-60.9% | $5,202-75.7% | $3,740-66.2% |
| Admin fee / account holder | $10,150 | $6,747+50.4% | $13,985-27.4% | $5,306+91.3% |