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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 | $22,894 | $28,624-20.0% | $53,647-57.3% | $82,637-72.3% |
| Participation rate | 56.6% | 47.3%+9.3pp | 56.3%+0.3pp | 68.1%-11.5pp |
| Annual return | 14.09% | 664.98%-650.9pp | 358.33%-344.2pp | 53.51%-39.4pp |
| Employer contribution / active EE | $574 | $637-9.8% | $962-40.3% | $2,552-77.5% |
| Participant deferral / active EE | $995 | $1,196-16.8% | $1,813-45.1% | $4,126-75.9% |
| Admin fee / account holder | $1,078 | $2,022-46.7% | $2,460-56.2% | $7,339-85.3% |