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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 | $20,089 | $29,716-32.4% | $56,077-64.2% | $80,925-75.2% |
| Participation rate | 31.3% | 41.7%-10.4pp | 52.5%-21.2pp | 67.7%-36.4pp |
| Annual return | 7.71% | 35.30%-27.6pp | 1709.28%-1701.6pp | 35.65%-27.9pp |
| Employer contribution / active EE | $284 | $671-57.7% | $1,040-72.7% | $2,756-89.7% |
| Participant deferral / active EE | $1,971 | $1,228+60.5% | $1,954+0.9% | $4,299-54.1% |
| Admin fee / account holder | $717 | $2,432-70.5% | $2,825-74.6% | $6,940-89.7% |