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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 | $53,793 | $80,812-33.4% | $160,784-66.5% | $82,448-34.8% |
| Participation rate | 48.3% | 66.2%-18.0pp | 77.0%-28.7pp | 68.1%-19.8pp |
| Annual return | 6.61% | 100.59%-94.0pp | 1803.92%-1797.3pp | 41.64%-35.0pp |
| Employer contribution / active EE | $1,049 | $2,174-51.8% | $3,733-71.9% | $2,551-58.9% |
| Participant deferral / active EE | $1,734 | $4,335-60.0% | $6,293-72.4% | $4,139-58.1% |
| Admin fee / account holder | $1,136 | $7,695-85.2% | $9,717-88.3% | $7,234-84.3% |