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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 | $17,621 | $85,171-79.3% | $172,753-89.8% | $72,976-75.9% |
| Participation rate | 34.2% | 70.1%-35.9pp | 82.6%-48.4pp | 69.5%-35.3pp |
| Annual return | 2.68% | 27.32%-24.6pp | 803.00%-800.3pp | 81.02%-78.3pp |
| Employer contribution / active EE | $424 | $3,324-87.3% | $5,144-91.8% | $2,440-82.6% |
| Participant deferral / active EE | $1,402 | $3,260-57.0% | $5,198-73.0% | $3,608-61.1% |
| Admin fee / account holder | $1,512 | $5,880-74.3% | $13,956-89.2% | $5,124-70.5% |