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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 | $32,428 | $29,733+9.1% | $56,025-42.1% | $80,959-59.9% |
| Participation rate | 25.0% | 41.7%-16.7pp | 52.5%-27.5pp | 67.7%-42.7pp |
| Annual return | 5.14% | 35.28%-30.1pp | 1712.69%-1707.5pp | 35.67%-30.5pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $558 | $1,229-54.6% | $1,955-71.5% | $4,300-87.0% |
| Admin fee / account holder | $1,542 | $2,434-36.6% | $2,828-45.5% | $6,925-77.7% |