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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 | $29,361 | $30,421-3.5% | $56,077-47.6% | $74,429-60.6% |
| Participation rate | 14.6% | 32.9%-18.3pp | 52.5%-37.9pp | 67.2%-52.7pp |
| Annual return | 8.36% | 24.94%-16.6pp | 1709.28%-1700.9pp | 1368.38%-1360.0pp |
| Employer contribution / active EE | $283 | $610-53.7% | $1,040-72.8% | $2,625-89.2% |
| Participant deferral / active EE | $422 | $1,175-64.1% | $1,954-78.4% | $4,348-90.3% |
| Admin fee / account holder | $1,296 | $2,363-45.2% | $2,825-54.1% | $1,944-33.3% |