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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 | $38,392 | $29,319+30.9% | $52,425-26.8% | $82,448-53.4% |
| Participation rate | 14.3% | 46.9%-32.6pp | 55.6%-41.3pp | 68.1%-53.8pp |
| Annual return | 13.43% | 535.20%-521.8pp | 302.12%-288.7pp | 41.64%-28.2pp |
| Employer contribution / active EE | $300 | $586-48.8% | $914-67.1% | $2,551-88.2% |
| Participant deferral / active EE | $426 | $1,171-63.7% | $1,790-76.2% | $4,139-89.7% |
| Admin fee / account holder | $5,390 | $1,962+174.7% | $2,495+116.0% | $7,234-25.5% |