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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 | $16,605 | $50,554-67.2% | $67,681-75.5% | $87,485-81.0% |
| Participation rate | 60.2% | 67.7%-7.5pp | 73.7%-13.5pp | 68.9%-8.7pp |
| Annual return | 9.89% | 17.81%-7.9pp | 590.58%-580.7pp | 26.06%-16.2pp |
| Employer contribution / active EE | $997 | $1,988-49.9% | $2,678-62.8% | $2,596-61.6% |
| Participant deferral / active EE | $1,352 | $2,961-54.3% | $3,976-66.0% | $4,274-68.4% |
| Admin fee / account holder | $5,728 | $4,132+38.6% | $6,100-6.1% | $7,775-26.3% |