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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 | $25,429 | $29,670-14.3% | $56,054-54.6% | $80,911-68.6% |
| Participation rate | 20.0% | 41.7%-21.7pp | 52.5%-32.5pp | 67.6%-47.6pp |
| Annual return | 5.84% | 35.24%-29.4pp | 1705.95%-1700.1pp | 35.63%-29.8pp |
| Employer contribution / active EE | $449 | $670-32.9% | $1,039-56.8% | $2,756-83.7% |
| Participant deferral / active EE | $1,636 | $1,227+33.3% | $1,952-16.2% | $4,297-61.9% |
| Admin fee / account holder | $673 | $2,431-72.3% | $2,822-76.1% | $6,935-90.3% |