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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 | $22,650 | $49,896-54.6% | $80,627-71.9% | $75,173-69.9% |
| Participation rate | 48.4% | 55.3%-6.9pp | 67.0%-18.6pp | 67.2%-18.8pp |
| Annual return | 13.00% | 34.67%-21.7pp | 936.76%-923.8pp | 160.72%-147.7pp |
| Employer contribution / active EE | $1,064 | $1,699-37.3% | $2,723-60.9% | $2,671-60.2% |
| Participant deferral / active EE | $1,114 | $2,992-62.8% | $4,443-74.9% | $4,126-73.0% |
| Admin fee / account holder | $400 | $3,578-88.8% | $5,381-92.6% | $5,651-92.9% |