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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 | $22,018 | $49,199-55.2% | $121,204-81.8% | $75,173-70.7% |
| Participation rate | 46.3% | 55.4%-9.1pp | 69.5%-23.2pp | 67.2%-20.9pp |
| Annual return | 10.05% | 56.04%-46.0pp | 987.18%-977.1pp | 160.72%-150.7pp |
| Employer contribution / active EE | $843 | $1,547-45.5% | $4,170-79.8% | $2,671-68.4% |
| Participant deferral / active EE | $1,697 | $2,630-35.5% | $4,083-58.4% | $4,126-58.9% |
| Admin fee / account holder | $350 | $3,946-91.1% | $5,651-93.8% | $5,651-93.8% |