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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 | $48,011-64.5% | $63,803-73.3% | $82,637-79.4% |
| Participation rate | 39.0% | 66.6%-27.5pp | 72.7%-33.7pp | 68.1%-29.0pp |
| Annual return | 10.92% | 19.84%-8.9pp | 543.72%-532.8pp | 53.51%-42.6pp |
| Employer contribution / active EE | $872 | $1,904-54.2% | $2,532-65.6% | $2,552-65.8% |
| Participant deferral / active EE | $1,120 | $2,846-60.6% | $3,843-70.8% | $4,126-72.8% |
| Admin fee / account holder | $9,704 | $3,873+150.5% | $5,196+86.7% | $7,339+32.2% |