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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 | $28,907 | $65,555-55.9% | $86,216-66.5% | $75,173-61.5% |
| Participation rate | 52.8% | 60.5%-7.7pp | 69.0%-16.2pp | 67.2%-14.4pp |
| Annual return | 2.17% | 46.07%-43.9pp | 1169.42%-1167.2pp | 160.72%-158.5pp |
| Employer contribution / active EE | $1,399 | $1,553-9.9% | $2,382-41.2% | $2,671-47.6% |
| Participant deferral / active EE | $1,974 | $3,023-34.7% | $3,986-50.5% | $4,126-52.2% |
| Admin fee / account holder | $16,862 | $5,469+208.3% | $6,853+146.0% | $5,651+198.4% |