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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 | $39,499 | $29,736+32.8% | $56,033-29.5% | $80,935-51.2% |
| Participation rate | 16.0% | 41.7%-25.7pp | 52.5%-36.5pp | 67.7%-51.7pp |
| Annual return | 8.53% | 35.28%-26.7pp | 1711.38%-1702.8pp | 35.66%-27.1pp |
| Employer contribution / active EE | $472 | $671-29.7% | $1,041-54.6% | $2,757-82.9% |
| Participant deferral / active EE | $869 | $1,228-29.2% | $1,954-55.5% | $4,299-79.8% |
| Admin fee / account holder | $538 | $2,434-77.9% | $2,827-81.0% | $6,924-92.2% |