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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 | $59,627 | $88,778-32.8% | $81,844-27.1% | $145,884-59.1% |
| Participation rate | 26.7% | 75.1%-48.4pp | 72.4%-45.7pp | 80.3%-53.6pp |
| Annual return | 6.00% | 1033.03%-1027.0pp | 778.87%-772.9pp | 551.85%-545.9pp |
| Employer contribution / active EE | $468 | $3,087-84.8% | $2,916-84.0% | $4,662-90.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $409 | $8,430-95.2% | $7,355-94.4% | $13,392-96.9% |