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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 | $24,494 | $29,319-16.5% | $52,425-53.3% | $82,448-70.3% |
| Participation rate | 10.7% | 46.9%-36.1pp | 55.6%-44.9pp | 68.1%-57.4pp |
| Annual return | 10.63% | 535.20%-524.6pp | 302.12%-291.5pp | 41.64%-31.0pp |
| Employer contribution / active EE | $492 | $586-16.1% | $914-46.2% | $2,551-80.7% |
| Participant deferral / active EE | $1,523 | $1,171+30.1% | $1,790-14.9% | $4,139-63.2% |
| Admin fee / account holder | $7,771 | $1,962+296.0% | $2,495+211.5% | $7,234+7.4% |