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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 | $21,193 | $76,522-72.3% | $56,033-62.2% | $145,884-85.5% |
| Participation rate | 46.7% | 63.2%-16.6pp | 52.5%-5.8pp | 80.3%-33.6pp |
| Annual return | 1.97% | 3014.28%-3012.3pp | 1711.38%-1709.4pp | 551.85%-549.9pp |
| Employer contribution / active EE | $781 | $1,382-43.5% | $1,041-25.0% | $4,662-83.2% |
| Participant deferral / active EE | $1,952 | $2,624-25.6% | $1,954-0.1% | $6,690-70.8% |
| Admin fee / account holder | $468 | $3,328-85.9% | $2,827-83.4% | $13,392-96.5% |