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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 | $29,733-32.4% | $56,025-64.1% | $80,959-75.2% |
| Participation rate | 31.3% | 41.7%-10.5pp | 52.5%-21.3pp | 67.7%-36.4pp |
| Annual return | 7.71% | 35.28%-27.6pp | 1712.69%-1705.0pp | 35.67%-28.0pp |
| Employer contribution / active EE | $284 | $672-57.7% | $1,042-72.8% | $2,757-89.7% |
| Participant deferral / active EE | $1,971 | $1,229+60.3% | $1,955+0.9% | $4,300-54.2% |
| Admin fee / account holder | $717 | $2,434-70.5% | $2,828-74.7% | $6,925-89.6% |