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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 | $27,920 | $59,467-53.0% | $93,727-70.2% | $74,478-62.5% |
| Participation rate | 37.6% | 59.6%-22.0pp | 68.7%-31.1pp | 67.2%-29.6pp |
| Annual return | 0.69% | 82.14%-81.4pp | 133.83%-133.1pp | 1370.56%-1369.9pp |
| Employer contribution / active EE | $359 | $1,267-71.7% | $2,421-85.2% | $2,626-86.3% |
| Participant deferral / active EE | $2,366 | $3,052-22.5% | $4,417-46.4% | $4,350-45.6% |
| Admin fee / account holder | $6,284 | $3,028+107.5% | $8,292-24.2% | $1,946+222.9% |