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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 | $19,714 | $49,976-60.6% | $66,674-70.4% | $82,637-76.1% |
| Participation rate | 56.9% | 63.1%-6.2pp | 73.7%-16.8pp | 68.1%-11.2pp |
| Annual return | 10.38% | 39.09%-28.7pp | 321.24%-310.9pp | 53.51%-43.1pp |
| Employer contribution / active EE | $1,830 | $1,988-8.0% | $2,620-30.2% | $2,552-28.3% |
| Participant deferral / active EE | $1,618 | $2,847-43.2% | $4,084-60.4% | $4,126-60.8% |
| Admin fee / account holder | $16,144 | $4,594+251.5% | $5,098+216.7% | $7,339+120.0% |