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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 | $20,894 | $28,624-27.0% | $53,647-61.1% | $82,637-74.7% |
| Participation rate | 34.0% | 47.3%-13.3pp | 56.3%-22.3pp | 68.1%-34.1pp |
| Annual return | 14.06% | 664.98%-650.9pp | 358.33%-344.3pp | 53.51%-39.4pp |
| Employer contribution / active EE | $524 | $637-17.7% | $962-45.5% | $2,552-79.5% |
| Participant deferral / active EE | $1,498 | $1,196+25.2% | $1,813-17.4% | $4,126-63.7% |
| Admin fee / account holder | $1,154 | $2,022-42.9% | $2,460-53.1% | $7,339-84.3% |