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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 | $15,743 | $70,366-77.6% | $66,674-76.4% | $138,895-88.7% |
| Participation rate | 47.1% | 76.2%-29.1pp | 73.7%-26.6pp | 79.9%-32.9pp |
| Annual return | 10.59% | 386.41%-375.8pp | 321.24%-310.6pp | 145.39%-134.8pp |
| Employer contribution / active EE | $1,262 | $2,765-54.4% | $2,620-51.8% | $4,194-69.9% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $894 | $5,262-83.0% | $5,098-82.5% | $12,562-92.9% |