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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 | $27,638 | $58,391-52.7% | $76,657-63.9% | $72,975-62.1% |
| Participation rate | 35.5% | 67.4%-31.9pp | 72.1%-36.6pp | 69.5%-34.0pp |
| Annual return | 10.48% | 2306.65%-2296.2pp | 1166.74%-1156.3pp | 81.01%-70.5pp |
| Employer contribution / active EE | $569 | $1,787-68.2% | $2,303-75.3% | $2,440-76.7% |
| Participant deferral / active EE | $1,274 | $2,690-52.6% | $3,335-61.8% | $3,608-64.7% |
| Admin fee / account holder | $610 | $4,014-84.8% | $6,423-90.5% | $5,124-88.1% |