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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 | $51,631-45.5% | $129,397-78.3% | $80,925-65.3% |
| Participation rate | 24.6% | 56.9%-32.3pp | 69.6%-45.0pp | 67.7%-43.0pp |
| Annual return | 5.79% | 20.77%-15.0pp | 9453.98%-9448.2pp | 35.65%-29.9pp |
| Employer contribution / active EE | $430 | $1,583-72.8% | $4,154-89.6% | $2,756-84.4% |
| Participant deferral / active EE | $1,191 | $2,670-55.4% | $4,167-71.4% | $4,299-72.3% |
| Admin fee / account holder | $3,974 | $4,309-7.8% | $7,679-48.2% | $6,940-42.7% |