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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 | $20,277 | $72,071-71.9% | $68,368-70.3% | $137,256-85.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 8.91% | 353.14%-344.2pp | 292.57%-283.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $563 | $2,788-79.8% | $2,649-78.8% | $4,156-86.5% |
| Participant deferral / active EE | $3,701 | $4,410-16.1% | $4,123-10.2% | $6,407-42.2% |
| Admin fee / account holder | $15,587 | $5,336+192.1% | $5,150+202.7% | $12,270+27.0% |