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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 | $14,272 | $60,139-76.3% | $90,461-84.2% | $79,856-82.1% |
| Participation rate | 54.8% | 65.0%-10.2pp | 72.7%-17.9pp | 69.6%-14.8pp |
| Annual return | 1.78% | 71.96%-70.2pp | 1294.76%-1293.0pp | 31.71%-29.9pp |
| Employer contribution / active EE | $486 | $2,069-76.5% | $3,264-85.1% | $2,471-80.3% |
| Participant deferral / active EE | $1,036 | $2,939-64.7% | $3,964-73.9% | $3,741-72.3% |
| Admin fee / account holder | $1,205 | $3,978-69.7% | $5,617-78.5% | $5,306-77.3% |