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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 | $20,790 | $55,423-62.5% | $155,602-86.6% | $74,400-72.1% |
| Participation rate | 46.1% | 61.9%-15.8pp | 78.2%-32.1pp | 67.2%-21.1pp |
| Annual return | 10.36% | 269.07%-258.7pp | 64.81%-54.5pp | 1367.51%-1357.2pp |
| Employer contribution / active EE | $1,054 | $2,266-53.5% | $4,675-77.5% | $2,624-59.8% |
| Participant deferral / active EE | $1,429 | $2,835-49.6% | $5,629-74.6% | $4,348-67.1% |
| Admin fee / account holder | $1,433 | $1,744-17.9% | $15,923-91.0% | $1,944-26.3% |