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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 | $23,749 | $60,119-60.5% | $90,414-73.7% | $79,860-70.3% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 4.09% | 71.94%-67.8pp | 1293.19%-1289.1pp | 31.72%-27.6pp |
| Employer contribution / active EE | $1,039 | $2,068-49.8% | $3,262-68.2% | $2,471-58.0% |
| Participant deferral / active EE | $1,469 | $2,938-50.0% | $3,963-62.9% | $3,740-60.7% |
| Admin fee / account holder | $382 | $3,976-90.4% | $5,611-93.2% | $5,306-92.8% |