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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 | $18,339 | $60,139-69.5% | $90,461-79.7% | $79,856-77.0% |
| Participation rate | 51.2% | 65.0%-13.8pp | 72.7%-21.5pp | 69.6%-18.5pp |
| Annual return | 5.89% | 71.96%-66.1pp | 1294.76%-1288.9pp | 31.71%-25.8pp |
| Employer contribution / active EE | $495 | $2,069-76.1% | $3,264-84.8% | $2,471-80.0% |
| Participant deferral / active EE | $1,251 | $2,939-57.4% | $3,964-68.5% | $3,741-66.6% |
| Admin fee / account holder | $8,271 | $3,978+107.9% | $5,617+47.3% | $5,306+55.9% |