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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 | $24,160 | $28,624-15.6% | $53,647-55.0% | $82,637-70.8% |
| Participation rate | 51.6% | 47.3%+4.3pp | 56.3%-4.7pp | 68.1%-16.4pp |
| Annual return | 12.63% | 664.98%-652.3pp | 358.33%-345.7pp | 53.51%-40.9pp |
| Employer contribution / active EE | $152 | $637-76.2% | $962-84.2% | $2,552-94.1% |
| Participant deferral / active EE | $919 | $1,196-23.2% | $1,813-49.3% | $4,126-77.7% |
| Admin fee / account holder | $2,456 | $2,022+21.5% | $2,460-0.2% | $7,339-66.5% |