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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 | $25,882 | $29,319-11.7% | $52,425-50.6% | $82,448-68.6% |
| Participation rate | 32.6% | 46.9%-14.2pp | 55.6%-23.0pp | 68.1%-35.5pp |
| Annual return | 12.36% | 535.20%-522.8pp | 302.12%-289.8pp | 41.64%-29.3pp |
| Employer contribution / active EE | $113 | $586-80.7% | $914-87.6% | $2,551-95.6% |
| Participant deferral / active EE | $746 | $1,171-36.4% | $1,790-58.4% | $4,139-82.0% |
| Admin fee / account holder | $3,522 | $1,962+79.5% | $2,495+41.2% | $7,234-51.3% |