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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 | $16,983 | $162,529-89.6% | $130,788-87.0% | $154,746-89.0% |
| Participation rate | 20.0% | 75.9%-55.9pp | 70.1%-50.1pp | 80.7%-60.7pp |
| Annual return | 6.61% | 510.48%-503.9pp | 386.44%-379.8pp | 172.34%-165.7pp |
| Employer contribution / active EE | $789 | $4,447-82.3% | $3,558-77.8% | $4,379-82.0% |
| Participant deferral / active EE | $1,794 | $4,808-62.7% | $4,137-56.6% | $6,730-73.3% |
| Admin fee / account holder | $28,088 | $7,669+266.3% | $6,673+320.9% | $14,365+95.5% |