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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 | $26,631 | $60,119-55.7% | $90,430-70.6% | $79,858-66.7% |
| Participation rate | 33.9% | 65.0%-31.0pp | 72.7%-38.8pp | 69.6%-35.7pp |
| Annual return | 6.29% | 71.94%-65.6pp | 1293.73%-1287.4pp | 31.72%-25.4pp |
| Employer contribution / active EE | $947 | $2,068-54.2% | $3,262-71.0% | $2,471-61.7% |
| Participant deferral / active EE | $1,317 | $2,938-55.2% | $3,963-66.8% | $3,740-64.8% |
| Admin fee / account holder | $2,997 | $3,976-24.6% | $5,613-46.6% | $5,306-43.5% |