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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 | $13,402 | $47,479-71.8% | $62,929-78.7% | $82,448-83.7% |
| Participation rate | 41.9% | 66.9%-24.9pp | 73.1%-31.2pp | 68.1%-26.1pp |
| Annual return | 10.57% | 20.34%-9.8pp | 1063.93%-1053.4pp | 41.64%-31.1pp |
| Employer contribution / active EE | $536 | $1,885-71.6% | $2,505-78.6% | $2,551-79.0% |
| Participant deferral / active EE | $1,326 | $2,870-53.8% | $3,888-65.9% | $4,139-68.0% |
| Admin fee / account holder | $642 | $3,804-83.1% | $5,065-87.3% | $7,234-91.1% |