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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 | $22,832 | $57,305-60.2% | $86,640-73.6% | $75,173-69.6% |
| Participation rate | 48.6% | 63.2%-14.6pp | 71.7%-23.1pp | 67.2%-18.6pp |
| Annual return | 7.53% | 2674.24%-2666.7pp | 592.52%-585.0pp | 160.72%-153.2pp |
| Employer contribution / active EE | $690 | $2,316-70.2% | $3,024-77.2% | $2,671-74.2% |
| Participant deferral / active EE | $1,423 | $3,320-57.1% | $4,438-67.9% | $4,126-65.5% |
| Admin fee / account holder | $1,489 | $4,116-63.8% | $5,616-73.5% | $5,651-73.7% |