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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 | $27,758 | $114,130-75.7% | $96,192-71.1% | $167,553-83.4% |
| Participation rate | 56.5% | 75.1%-18.5pp | 68.4%-11.9pp | 82.1%-25.6pp |
| Annual return | 4.14% | 190.07%-185.9pp | 192.09%-187.9pp | 478.89%-474.8pp |
| Employer contribution / active EE | $812 | $3,431-76.3% | $2,799-71.0% | $4,840-83.2% |
| Participant deferral / active EE | $1,906 | $5,198-63.3% | $4,351-56.2% | $6,343-70.0% |
| Admin fee / account holder | $1,763 | $6,901-74.5% | $5,539-68.2% | $12,316-85.7% |