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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 | $18,606 | $29,319-36.5% | $52,425-64.5% | $82,448-77.4% |
| Participation rate | 13.3% | 46.9%-33.6pp | 55.6%-42.4pp | 68.1%-54.8pp |
| Annual return | 14.32% | 535.20%-520.9pp | 302.12%-287.8pp | 41.64%-27.3pp |
| Employer contribution / active EE | $207 | $586-64.8% | $914-77.4% | $2,551-91.9% |
| Participant deferral / active EE | $406 | $1,171-65.4% | $1,790-77.3% | $4,139-90.2% |
| Admin fee / account holder | $716 | $1,962-63.5% | $2,495-71.3% | $7,234-90.1% |