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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 | $19,028 | $29,319-35.1% | $52,425-63.7% | $82,448-76.9% |
| Participation rate | 14.9% | 46.9%-31.9pp | 55.6%-40.7pp | 68.1%-53.1pp |
| Annual return | 10.98% | 535.20%-524.2pp | 302.12%-291.1pp | 41.64%-30.7pp |
| Employer contribution / active EE | $180 | $586-69.3% | $914-80.3% | $2,551-92.9% |
| Participant deferral / active EE | $915 | $1,171-21.9% | $1,790-48.9% | $4,139-77.9% |
| Admin fee / account holder | $305 | $1,962-84.4% | $2,495-87.8% | $7,234-95.8% |