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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 | $25,947 | $60,139-56.9% | $90,461-71.3% | $79,856-67.5% |
| Participation rate | 54.4% | 65.0%-10.6pp | 72.7%-18.3pp | 69.6%-15.3pp |
| Annual return | 10.00% | 71.96%-62.0pp | 1294.76%-1284.8pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,448 | $2,069-30.0% | $3,264-55.6% | $2,471-41.4% |
| Participant deferral / active EE | $1,973 | $2,939-32.9% | $3,964-50.2% | $3,741-47.2% |
| Admin fee / account holder | $1,739 | $3,978-56.3% | $5,617-69.0% | $5,306-67.2% |