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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 | $18,162 | $72,071-74.8% | $68,368-73.4% | $137,256-86.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 6.29% | 353.14%-346.8pp | 292.57%-286.3pp | 220.34%-214.0pp |
| Employer contribution / active EE | $1,057 | $2,788-62.1% | $2,649-60.1% | $4,156-74.6% |
| Participant deferral / active EE | $1,787 | $4,410-59.5% | $4,123-56.6% | $6,407-72.1% |
| Admin fee / account holder | $12,866 | $5,336+141.1% | $5,150+149.8% | $12,270+4.9% |