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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 | $102,595-82.3% | $94,057-80.7% | $154,746-88.3% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 80.7%-40.7pp |
| Annual return | 6.29% | 583.42%-577.1pp | 480.62%-474.3pp | 172.34%-166.0pp |
| Employer contribution / active EE | $1,057 | $3,147-66.4% | $2,933-64.0% | $4,379-75.9% |
| Participant deferral / active EE | $1,787 | $5,118-65.1% | $4,709-62.0% | $6,730-73.4% |
| Admin fee / account holder | $12,866 | $7,736+66.3% | $7,244+77.6% | $14,365-10.4% |