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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 | $20,524 | $49,897-58.9% | $80,648-74.6% | $75,177-72.7% |
| Participation rate | 42.3% | 55.3%-13.0pp | 67.0%-24.7pp | 67.2%-24.9pp |
| Annual return | 12.90% | 34.68%-21.8pp | 937.21%-924.3pp | 160.75%-147.8pp |
| Employer contribution / active EE | $532 | $1,699-68.7% | $2,724-80.5% | $2,671-80.1% |
| Participant deferral / active EE | $1,434 | $2,992-52.1% | $4,443-67.7% | $4,126-65.3% |
| Admin fee / account holder | $5,230 | $3,579+46.1% | $5,382-2.8% | $5,651-7.5% |