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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 | $20,236 | $57,312-64.7% | $86,617-76.6% | $75,181-73.1% |
| Participation rate | 32.6% | 63.2%-30.6pp | 71.7%-39.1pp | 67.2%-34.6pp |
| Annual return | 11.72% | 2672.78%-2661.1pp | 591.91%-580.2pp | 160.69%-149.0pp |
| Employer contribution / active EE | $757 | $2,315-67.3% | $3,023-75.0% | $2,671-71.7% |
| Participant deferral / active EE | $1,109 | $3,319-66.6% | $4,437-75.0% | $4,126-73.1% |
| Admin fee / account holder | $3,781 | $4,114-8.1% | $5,613-32.6% | $5,650-33.1% |