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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 | $22,343 | $28,624-21.9% | $53,647-58.4% | $82,637-73.0% |
| Participation rate | 41.5% | 47.3%-5.8pp | 56.3%-14.8pp | 68.1%-26.6pp |
| Annual return | 11.18% | 664.98%-653.8pp | 358.33%-347.2pp | 53.51%-42.3pp |
| Employer contribution / active EE | $300 | $637-52.9% | $962-68.8% | $2,552-88.2% |
| Participant deferral / active EE | $1,058 | $1,196-11.5% | $1,813-41.6% | $4,126-74.4% |
| Admin fee / account holder | $2,447 | $2,022+21.0% | $2,460-0.5% | $7,339-66.7% |