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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 | $28,624-33.5% | $53,647-64.5% | $82,637-77.0% |
| Participation rate | 14.9% | 47.3%-32.3pp | 56.3%-41.4pp | 68.1%-53.1pp |
| Annual return | 10.98% | 664.98%-654.0pp | 358.33%-347.4pp | 53.51%-42.5pp |
| Employer contribution / active EE | $180 | $637-71.7% | $962-81.3% | $2,552-92.9% |
| Participant deferral / active EE | $915 | $1,196-23.5% | $1,813-49.5% | $4,126-77.8% |
| Admin fee / account holder | $305 | $2,022-84.9% | $2,460-87.6% | $7,339-95.8% |