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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 | $16,009 | $29,319-45.4% | $52,425-69.5% | $82,448-80.6% |
| Participation rate | 42.9% | 46.9%-4.0pp | 55.6%-12.8pp | 68.1%-25.2pp |
| Annual return | 13.62% | 535.20%-521.6pp | 302.12%-288.5pp | 41.64%-28.0pp |
| Employer contribution / active EE | $514 | $586-12.4% | $914-43.8% | $2,551-79.9% |
| Participant deferral / active EE | $1,373 | $1,171+17.2% | $1,790-23.3% | $4,139-66.8% |
| Admin fee / account holder | $6,892 | $1,962+251.2% | $2,495+176.2% | $7,234-4.7% |