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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 | $17,059 | $47,479-64.1% | $62,929-72.9% | $82,448-79.3% |
| Participation rate | 39.0% | 66.9%-27.8pp | 73.1%-34.1pp | 68.1%-29.0pp |
| Annual return | 10.92% | 20.34%-9.4pp | 1063.93%-1053.0pp | 41.64%-30.7pp |
| Employer contribution / active EE | $872 | $1,885-53.7% | $2,505-65.2% | $2,551-65.8% |
| Participant deferral / active EE | $1,120 | $2,870-61.0% | $3,888-71.2% | $4,139-72.9% |
| Admin fee / account holder | $9,704 | $3,804+155.1% | $5,065+91.6% | $7,234+34.1% |