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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 | $17,738 | $56,134-68.4% | $96,192-81.6% | $85,851-79.3% |
| Participation rate | 34.5% | 56.7%-22.2pp | 68.4%-33.9pp | 69.3%-34.8pp |
| Annual return | 10.90% | 42.30%-31.4pp | 192.09%-181.2pp | 318.63%-307.7pp |
| Employer contribution / active EE | $451 | $1,620-72.1% | $2,799-83.9% | $2,565-82.4% |
| Participant deferral / active EE | $1,164 | $2,858-59.3% | $4,351-73.3% | $3,952-70.6% |
| Admin fee / account holder | $5,686 | $3,769+50.9% | $5,539+2.6% | $6,261-9.2% |