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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 | $12,188 | $27,924-56.4% | $58,544-79.2% | $75,181-83.8% |
| Participation rate | 50.8% | 38.8%+12.0pp | 50.9%-0.1pp | 67.2%-16.4pp |
| Annual return | 14.43% | 44.20%-29.8pp | 4249.56%-4235.1pp | 160.69%-146.3pp |
| Employer contribution / active EE | $776 | $669+15.9% | $1,053-26.3% | $2,671-71.0% |
| Participant deferral / active EE | $1,266 | $1,202+5.4% | $1,923-34.2% | $4,126-69.3% |
| Admin fee / account holder | $1,476 | $1,726-14.5% | $2,520-41.4% | $5,650-73.9% |