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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 | $25,264 | $29,319-13.8% | $52,425-51.8% | $82,448-69.4% |
| Participation rate | 15.4% | 46.9%-31.5pp | 55.6%-40.2pp | 68.1%-52.7pp |
| Annual return | 13.72% | 535.20%-521.5pp | 302.12%-288.4pp | 41.64%-27.9pp |
| Employer contribution / active EE | $430 | $586-26.7% | $914-53.0% | $2,551-83.1% |
| Participant deferral / active EE | $480 | $1,171-59.0% | $1,790-73.2% | $4,139-88.4% |
| Admin fee / account holder | $399 | $1,962-79.7% | $2,495-84.0% | $7,234-94.5% |