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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 | $15,243 | $29,736-48.7% | $56,033-72.8% | $80,935-81.2% |
| Participation rate | 26.5% | 41.7%-15.2pp | 52.5%-26.0pp | 67.7%-41.2pp |
| Annual return | 7.76% | 35.28%-27.5pp | 1711.38%-1703.6pp | 35.66%-27.9pp |
| Employer contribution / active EE | $595 | $671-11.4% | $1,041-42.8% | $2,757-78.4% |
| Participant deferral / active EE | $1,625 | $1,228+32.3% | $1,954-16.8% | $4,299-62.2% |
| Admin fee / account holder | $4,397 | $2,434+80.7% | $2,827+55.5% | $6,924-36.5% |