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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 | $19,793 | $60,139-67.1% | $90,461-78.1% | $79,856-75.2% |
| Participation rate | 58.7% | 65.0%-6.3pp | 72.7%-14.0pp | 69.6%-10.9pp |
| Annual return | 9.51% | 71.96%-62.5pp | 1294.76%-1285.3pp | 31.71%-22.2pp |
| Employer contribution / active EE | $669 | $2,069-67.7% | $3,264-79.5% | $2,471-72.9% |
| Participant deferral / active EE | $2,309 | $2,939-21.4% | $3,964-41.8% | $3,741-38.3% |
| Admin fee / account holder | $371 | $3,978-90.7% | $5,617-93.4% | $5,306-93.0% |