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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 | $22,423 | $29,736-24.6% | $56,033-60.0% | $80,935-72.3% |
| Participation rate | 29.7% | 41.7%-12.0pp | 52.5%-22.8pp | 67.7%-37.9pp |
| Annual return | 9.65% | 35.28%-25.6pp | 1711.38%-1701.7pp | 35.66%-26.0pp |
| Employer contribution / active EE | $482 | $671-28.3% | $1,041-53.7% | $2,757-82.5% |
| Participant deferral / active EE | $1,308 | $1,228+6.5% | $1,954-33.1% | $4,299-69.6% |
| Admin fee / account holder | $2,716 | $2,434+11.6% | $2,827-3.9% | $6,924-60.8% |