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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 | $18,739 | $100,911-81.4% | $90,440-79.3% | $158,966-88.2% |
| Participation rate | 54.2% | 75.0%-20.9pp | 72.7%-18.5pp | 82.0%-27.8pp |
| Annual return | 2.93% | 1726.62%-1723.7pp | 1294.38%-1291.5pp | 302.95%-300.0pp |
| Employer contribution / active EE | $2,193 | $3,690-40.6% | $3,263-32.8% | $4,762-54.0% |
| Participant deferral / active EE | $1,029 | $4,348-76.3% | $3,964-74.0% | $5,983-82.8% |
| Admin fee / account holder | $23,742 | $6,507+264.9% | $5,615+322.9% | $11,250+111.0% |