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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 | $22,737 | $60,119-62.2% | $90,430-74.9% | $79,858-71.5% |
| Participation rate | 43.6% | 65.0%-21.4pp | 72.7%-29.1pp | 69.6%-26.0pp |
| Annual return | 4.63% | 71.94%-67.3pp | 1293.73%-1289.1pp | 31.72%-27.1pp |
| Employer contribution / active EE | $706 | $2,068-65.9% | $3,262-78.4% | $2,471-71.4% |
| Participant deferral / active EE | $1,189 | $2,938-59.5% | $3,963-70.0% | $3,740-68.2% |
| Admin fee / account holder | $308 | $3,976-92.3% | $5,613-94.5% | $5,306-94.2% |