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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 | $14,900 | $29,319-49.2% | $52,425-71.6% | $82,448-81.9% |
| Participation rate | 18.7% | 46.9%-28.2pp | 55.6%-37.0pp | 68.1%-49.4pp |
| Annual return | 13.62% | 535.20%-521.6pp | 302.12%-288.5pp | 41.64%-28.0pp |
| Employer contribution / active EE | $332 | $586-43.4% | $914-63.7% | $2,551-87.0% |
| Participant deferral / active EE | $476 | $1,171-59.4% | $1,790-73.4% | $4,139-88.5% |
| Admin fee / account holder | $551 | $1,962-71.9% | $2,495-77.9% | $7,234-92.4% |