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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 | $20,863 | $49,199-57.6% | $121,210-82.8% | $75,177-72.2% |
| Participation rate | 31.9% | 55.4%-23.5pp | 69.5%-37.6pp | 67.2%-35.3pp |
| Annual return | 5.96% | 56.04%-50.1pp | 987.41%-981.5pp | 160.75%-154.8pp |
| Employer contribution / active EE | $703 | $1,547-54.6% | $4,171-83.1% | $2,671-73.7% |
| Participant deferral / active EE | $1,477 | $2,630-43.8% | $4,084-63.8% | $4,126-64.2% |
| Admin fee / account holder | $70,993 | $3,946+1699.1% | $5,647+1157.1% | $5,651+1156.2% |