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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 | $25,879 | $27,943-7.4% | $58,507-55.8% | $75,177-65.6% |
| Participation rate | 20.0% | 38.8%-18.8pp | 50.9%-30.9pp | 67.2%-47.2pp |
| Annual return | 10.71% | 44.22%-33.5pp | 4252.32%-4241.6pp | 160.75%-150.0pp |
| Employer contribution / active EE | $349 | $670-47.8% | $1,053-66.8% | $2,671-86.9% |
| Participant deferral / active EE | $1,559 | $1,202+29.7% | $1,922-18.9% | $4,126-62.2% |
| Admin fee / account holder | $3,362 | $1,727+94.7% | $2,486+35.2% | $5,651-40.5% |