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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 | $29,674 | $47,479-37.5% | $62,929-52.8% | $82,448-64.0% |
| Participation rate | 39.3% | 66.9%-27.5pp | 73.1%-33.8pp | 68.1%-28.7pp |
| Annual return | 9.75% | 20.34%-10.6pp | 1063.93%-1054.2pp | 41.64%-31.9pp |
| Employer contribution / active EE | $667 | $1,885-64.6% | $2,505-73.4% | $2,551-73.9% |
| Participant deferral / active EE | $1,647 | $2,870-42.6% | $3,888-57.6% | $4,139-60.2% |
| Admin fee / account holder | $2,327 | $3,804-38.8% | $5,065-54.0% | $7,234-67.8% |