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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 | $24,342 | $60,119-59.5% | $90,430-73.1% | $79,858-69.5% |
| Participation rate | 44.4% | 65.0%-20.5pp | 72.7%-28.2pp | 69.6%-25.2pp |
| Annual return | 6.23% | 71.94%-65.7pp | 1293.73%-1287.5pp | 31.72%-25.5pp |
| Employer contribution / active EE | $442 | $2,068-78.6% | $3,262-86.5% | $2,471-82.1% |
| Participant deferral / active EE | $779 | $2,938-73.5% | $3,963-80.3% | $3,740-79.2% |
| Admin fee / account holder | $2,816 | $3,976-29.2% | $5,613-49.8% | $5,306-46.9% |