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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 | $24,540 | $29,319-16.3% | $52,425-53.2% | $82,448-70.2% |
| Participation rate | 33.3% | 46.9%-13.5pp | 55.6%-22.3pp | 68.1%-34.7pp |
| Annual return | 10.38% | 535.20%-524.8pp | 302.12%-291.7pp | 41.64%-31.3pp |
| Employer contribution / active EE | $807 | $586+37.7% | $914-11.7% | $2,551-68.3% |
| Participant deferral / active EE | $953 | $1,171-18.7% | $1,790-46.8% | $4,139-77.0% |
| Admin fee / account holder | $3,595 | $1,962+83.2% | $2,495+44.1% | $7,234-50.3% |