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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 | $29,068 | $76,522-62.0% | $56,033-48.1% | $145,884-80.1% |
| Participation rate | 21.4% | 63.2%-41.8pp | 52.5%-31.1pp | 80.3%-58.9pp |
| Annual return | 0.04% | 3014.28%-3014.2pp | 1711.38%-1711.3pp | 551.85%-551.8pp |
| Employer contribution / active EE | $579 | $1,382-58.1% | $1,041-44.4% | $4,662-87.6% |
| Participant deferral / active EE | $2,804 | $2,624+6.9% | $1,954+43.5% | $6,690-58.1% |
| Admin fee / account holder | $2,986 | $3,328-10.3% | $2,827+5.6% | $13,392-77.7% |