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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 | $18,122 | $57,305-68.4% | $86,640-79.1% | $75,173-75.9% |
| Participation rate | 58.9% | 63.2%-4.3pp | 71.7%-12.8pp | 67.2%-8.3pp |
| Annual return | 13.17% | 2674.24%-2661.1pp | 592.52%-579.3pp | 160.72%-147.6pp |
| Employer contribution / active EE | $351 | $2,316-84.8% | $3,024-88.4% | $2,671-86.9% |
| Participant deferral / active EE | $1,397 | $3,320-57.9% | $4,438-68.5% | $4,126-66.1% |
| Admin fee / account holder | $2,836 | $4,116-31.1% | $5,616-49.5% | $5,651-49.8% |