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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 | $76,608-62.1% | $56,077-48.2% | $145,877-80.1% |
| Participation rate | 21.4% | 63.2%-41.8pp | 52.5%-31.1pp | 80.3%-58.9pp |
| Annual return | 0.04% | 3009.59%-3009.5pp | 1709.28%-1709.2pp | 551.28%-551.2pp |
| Employer contribution / active EE | $579 | $1,382-58.1% | $1,040-44.4% | $4,663-87.6% |
| Participant deferral / active EE | $2,804 | $2,624+6.8% | $1,954+43.5% | $6,691-58.1% |
| Admin fee / account holder | $2,986 | $3,325-10.2% | $2,825+5.7% | $13,402-77.7% |