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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 | $22,462 | $60,119-62.6% | $90,430-75.2% | $79,858-71.9% |
| Participation rate | 28.0% | 65.0%-37.0pp | 72.7%-44.7pp | 69.6%-41.7pp |
| Annual return | 5.92% | 71.94%-66.0pp | 1293.73%-1287.8pp | 31.72%-25.8pp |
| Employer contribution / active EE | $902 | $2,068-56.4% | $3,262-72.4% | $2,471-63.5% |
| Participant deferral / active EE | $1,259 | $2,938-57.1% | $3,963-68.2% | $3,740-66.3% |
| Admin fee / account holder | $390 | $3,976-90.2% | $5,613-93.0% | $5,306-92.6% |