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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 | $25,582 | $47,479-46.1% | $62,929-59.3% | $82,448-69.0% |
| Participation rate | 45.8% | 66.9%-21.0pp | 73.1%-27.3pp | 68.1%-22.2pp |
| Annual return | 11.05% | 20.34%-9.3pp | 1063.93%-1052.9pp | 41.64%-30.6pp |
| Employer contribution / active EE | $378 | $1,885-80.0% | $2,505-84.9% | $2,551-85.2% |
| Participant deferral / active EE | $961 | $2,870-66.5% | $3,888-75.3% | $4,139-76.8% |
| Admin fee / account holder | $4,993 | $3,804+31.3% | $5,065-1.4% | $7,234-31.0% |