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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 | $7,717 | $29,319-73.7% | $52,425-85.3% | $82,448-90.6% |
| Participation rate | 31.0% | 46.9%-15.8pp | 55.6%-24.6pp | 68.1%-37.0pp |
| Annual return | 13.97% | 535.20%-521.2pp | 302.12%-288.2pp | 41.64%-27.7pp |
| Employer contribution / active EE | $486 | $586-17.1% | $914-46.8% | $2,551-80.9% |
| Participant deferral / active EE | $692 | $1,171-40.9% | $1,790-61.4% | $4,139-83.3% |
| Admin fee / account holder | $3,374 | $1,962+72.0% | $2,495+35.3% | $7,234-53.4% |