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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 | $30,854 | $34,316-10.1% | $74,719-58.7% | $72,983-57.7% |
| Participation rate | 19.2% | 42.4%-23.2pp | 54.5%-35.2pp | 69.5%-50.3pp |
| Annual return | 17.39% | 26.58%-9.2pp | 753.05%-735.7pp | 81.01%-63.6pp |
| Employer contribution / active EE | $389 | $692-43.8% | $1,084-64.1% | $2,440-84.1% |
| Participant deferral / active EE | $1,110 | $1,272-12.7% | $1,963-43.4% | $3,608-69.2% |
| Admin fee / account holder | $2,267 | $2,125+6.7% | $3,334-32.0% | $5,124-55.7% |