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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 | $25,160 | $27,800-9.5% | $58,561-57.0% | $71,511-64.8% |
| Participation rate | 31.0% | 34.6%-3.6pp | 50.9%-19.9pp | 67.9%-36.9pp |
| Annual return | 13.27% | 26.80%-13.5pp | 4251.33%-4238.1pp | 28.86%-15.6pp |
| Employer contribution / active EE | $621 | $632-1.6% | $1,053-41.0% | $2,589-76.0% |
| Participant deferral / active EE | $909 | $1,208-24.8% | $1,923-52.7% | $4,291-78.8% |
| Admin fee / account holder | $1,292 | $1,637-21.1% | $2,520-48.7% | $1,588-18.7% |