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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 | $60,504-57.2% | $81,882-68.4% | $74,478-65.3% |
| Participation rate | 13.3% | 62.9%-49.6pp | 72.4%-59.1pp | 67.2%-53.9pp |
| Annual return | 10.67% | 16.91%-6.2pp | 779.47%-768.8pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $378 | $2,627-85.6% | $2,916-87.0% | $2,626-85.6% |
| Participant deferral / active EE | $818 | $3,400-75.9% | $4,323-81.1% | $4,350-81.2% |
| Admin fee / account holder | $591 | $1,492-60.4% | $7,360-92.0% | $1,946-69.6% |