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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 | $23,459 | $57,330-59.1% | $86,656-72.9% | $75,177-68.8% |
| Participation rate | 61.0% | 63.2%-2.2pp | 71.7%-10.7pp | 67.2%-6.2pp |
| Annual return | 9.30% | 2675.40%-2666.1pp | 593.09%-583.8pp | 160.75%-151.4pp |
| Employer contribution / active EE | $518 | $2,316-77.7% | $3,025-82.9% | $2,671-80.6% |
| Participant deferral / active EE | $2,187 | $3,320-34.1% | $4,439-50.7% | $4,126-47.0% |
| Admin fee / account holder | $794 | $4,115-80.7% | $5,619-85.9% | $5,651-86.0% |