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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 | $13,227 | $88,815-85.1% | $81,882-83.8% | $145,897-90.9% |
| Participation rate | 38.5% | 75.1%-36.6pp | 72.4%-33.9pp | 80.3%-41.8pp |
| Annual return | 2.05% | 1033.75%-1031.7pp | 779.47%-777.4pp | 552.29%-550.2pp |
| Employer contribution / active EE | $967 | $3,086-68.7% | $2,916-66.8% | $4,663-79.3% |
| Participant deferral / active EE | $1,181 | $4,647-74.6% | $4,323-72.7% | $6,689-82.4% |
| Admin fee / account holder | $2,263 | $8,434-73.2% | $7,360-69.2% | $13,390-83.1% |