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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 | $28,430 | $30,421-6.5% | $56,077-49.3% | $74,429-61.8% |
| Participation rate | 8.0% | 32.9%-24.8pp | 52.5%-44.5pp | 67.2%-59.2pp |
| Annual return | 9.47% | 24.94%-15.5pp | 1709.28%-1699.8pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $157 | $610-74.2% | $1,040-84.9% | $2,625-94.0% |
| Participant deferral / active EE | $446 | $1,175-62.0% | $1,954-77.2% | $4,348-89.7% |
| Admin fee / account holder | $2,074 | $2,363-12.2% | $2,825-26.6% | $1,944+6.7% |