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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 | $24,362 | $30,437-20.0% | $56,033-56.5% | $74,459-67.3% |
| Participation rate | 23.3% | 32.9%-9.5pp | 52.5%-29.2pp | 67.2%-43.9pp |
| Annual return | 8.32% | 24.96%-16.6pp | 1711.38%-1703.1pp | 1369.70%-1361.4pp |
| Employer contribution / active EE | $335 | $610-45.1% | $1,041-67.8% | $2,626-87.3% |
| Participant deferral / active EE | $757 | $1,176-35.6% | $1,954-61.3% | $4,350-82.6% |
| Admin fee / account holder | $6,037 | $2,363+155.5% | $2,827+113.5% | $1,945+210.4% |