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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 | $23,595 | $60,128-60.8% | $90,440-73.9% | $79,852-70.5% |
| Participation rate | 27.8% | 65.0%-37.2pp | 72.7%-44.9pp | 69.6%-41.9pp |
| Annual return | 9.70% | 71.95%-62.2pp | 1294.38%-1284.7pp | 31.72%-22.0pp |
| Employer contribution / active EE | $279 | $2,068-86.5% | $3,263-91.4% | $2,471-88.7% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,848 | $3,977+72.2% | $5,615+22.0% | $5,306+29.0% |