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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 | $28,429 | $29,319-3.0% | $52,425-45.8% | $82,448-65.5% |
| Participation rate | 39.8% | 46.9%-7.1pp | 55.6%-15.8pp | 68.1%-28.3pp |
| Annual return | 11.01% | 535.20%-524.2pp | 302.12%-291.1pp | 41.64%-30.6pp |
| Employer contribution / active EE | $373 | $586-36.4% | $914-59.2% | $2,551-85.4% |
| Participant deferral / active EE | $638 | $1,171-45.5% | $1,790-64.4% | $4,139-84.6% |
| Admin fee / account holder | $4,968 | $1,962+153.2% | $2,495+99.1% | $7,234-31.3% |