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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 | $28,117 | $57,305-50.9% | $86,640-67.5% | $75,173-62.6% |
| Participation rate | 45.2% | 63.2%-18.0pp | 71.7%-26.5pp | 67.2%-22.0pp |
| Annual return | 13.38% | 2674.24%-2660.9pp | 592.52%-579.1pp | 160.72%-147.3pp |
| Employer contribution / active EE | $595 | $2,316-74.3% | $3,024-80.3% | $2,671-77.7% |
| Participant deferral / active EE | $856 | $3,320-74.2% | $4,438-80.7% | $4,126-79.3% |
| Admin fee / account holder | $3,849 | $4,116-6.5% | $5,616-31.5% | $5,651-31.9% |