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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 | $25,531 | $29,051-12.1% | $52,425-51.3% | $67,986-62.4% |
| Participation rate | 11.7% | 30.4%-18.8pp | 55.6%-43.9pp | 57.2%-45.5pp |
| Annual return | 12.83% | 24.00%-11.2pp | 302.12%-289.3pp | 31.67%-18.8pp |
| Employer contribution / active EE | $219 | $412-46.9% | $914-76.1% | $2,019-89.2% |
| Participant deferral / active EE | $460 | $873-47.3% | $1,790-74.3% | $3,358-86.3% |
| Admin fee / account holder | $1,370 | $2,113-35.1% | $2,495-45.1% | $3,203-57.2% |