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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 | $26,848 | $29,319-8.4% | $52,425-48.8% | $82,448-67.4% |
| Participation rate | 15.7% | 46.9%-31.2pp | 55.6%-40.0pp | 68.1%-52.4pp |
| Annual return | 13.95% | 535.20%-521.3pp | 302.12%-288.2pp | 41.64%-27.7pp |
| Employer contribution / active EE | $256 | $586-56.3% | $914-72.0% | $2,551-89.9% |
| Participant deferral / active EE | $729 | $1,171-37.8% | $1,790-59.3% | $4,139-82.4% |
| Admin fee / account holder | $10,148 | $1,962+417.2% | $2,495+306.7% | $7,234+40.3% |