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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 | $21,161 | $29,319-27.8% | $52,425-59.6% | $82,448-74.3% |
| Participation rate | 36.1% | 46.9%-10.8pp | 55.6%-19.6pp | 68.1%-32.0pp |
| Annual return | 9.59% | 535.20%-525.6pp | 302.12%-292.5pp | 41.64%-32.0pp |
| Employer contribution / active EE | $339 | $586-42.1% | $914-62.9% | $2,551-86.7% |
| Participant deferral / active EE | $1,845 | $1,171+57.5% | $1,790+3.0% | $4,139-55.4% |
| Admin fee / account holder | $1,299 | $1,962-33.8% | $2,495-47.9% | $7,234-82.0% |