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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 | $28,228 | $58,275-51.6% | $81,844-65.5% | $80,935-65.1% |
| Participation rate | 47.2% | 63.5%-16.2pp | 72.4%-25.2pp | 67.7%-20.4pp |
| Annual return | 10.61% | 41.82%-31.2pp | 778.87%-768.3pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,168 | $2,346-50.2% | $2,916-60.0% | $2,757-57.6% |
| Participant deferral / active EE | $2,201 | $3,285-33.0% | $4,323-49.1% | $4,299-48.8% |
| Admin fee / account holder | $372 | $4,749-92.2% | $7,355-94.9% | $6,924-94.6% |