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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 | $30,385-3.4% | $56,054-47.6% | $74,400-60.5% |
| Participation rate | 14.6% | 32.9%-18.3pp | 52.5%-37.9pp | 67.2%-52.7pp |
| Annual return | 8.36% | 24.92%-16.6pp | 1705.95%-1697.6pp | 1367.51%-1359.1pp |
| Employer contribution / active EE | $283 | $609-53.6% | $1,039-72.8% | $2,624-89.2% |
| Participant deferral / active EE | $422 | $1,174-64.1% | $1,952-78.4% | $4,348-90.3% |
| Admin fee / account holder | $1,296 | $2,361-45.1% | $2,822-54.1% | $1,944-33.3% |