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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 | $17,422 | $48,337-64.0% | $67,560-74.2% | $80,959-78.5% |
| Participation rate | 48.9% | 66.4%-17.5pp | 72.9%-24.0pp | 67.7%-18.7pp |
| Annual return | 5.43% | 18.26%-12.8pp | 3533.50%-3528.1pp | 35.67%-30.2pp |
| Employer contribution / active EE | $1,126 | $2,023-44.3% | $2,737-58.9% | $2,757-59.2% |
| Participant deferral / active EE | $2,306 | $2,928-21.3% | $4,004-42.4% | $4,300-46.4% |
| Admin fee / account holder | $2,093 | $3,695-43.4% | $3,994-47.6% | $6,925-69.8% |