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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 | $16,927 | $48,053-64.8% | $84,628-80.0% | $72,975-76.8% |
| Participation rate | 28.1% | 57.6%-29.5pp | 68.2%-40.1pp | 69.5%-41.4pp |
| Annual return | 11.23% | 37.39%-26.2pp | 258.80%-247.6pp | 81.01%-69.8pp |
| Employer contribution / active EE | $452 | $1,602-71.8% | $2,653-83.0% | $2,440-81.5% |
| Participant deferral / active EE | $1,388 | $2,681-48.2% | $3,900-64.4% | $3,608-61.5% |
| Admin fee / account holder | $26,046 | $3,395+667.1% | $4,914+430.1% | $5,124+408.3% |