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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 | $29,317 | $60,139-51.3% | $90,461-67.6% | $79,856-63.3% |
| Participation rate | 63.2% | 65.0%-1.8pp | 72.7%-9.5pp | 69.6%-6.5pp |
| Annual return | 6.22% | 71.96%-65.7pp | 1294.76%-1288.5pp | 31.71%-25.5pp |
| Employer contribution / active EE | $460 | $2,069-77.8% | $3,264-85.9% | $2,471-81.4% |
| Participant deferral / active EE | $1,487 | $2,939-49.4% | $3,964-62.5% | $3,741-60.2% |
| Admin fee / account holder | $349 | $3,978-91.2% | $5,617-93.8% | $5,306-93.4% |