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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 | $33,960 | $30,421+11.6% | $56,077-39.4% | $74,429-54.4% |
| Participation rate | 23.4% | 32.9%-9.5pp | 52.5%-29.1pp | 67.2%-43.8pp |
| Annual return | 10.58% | 24.94%-14.4pp | 1709.28%-1698.7pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $530 | $610-13.0% | $1,040-49.0% | $2,625-79.8% |
| Participant deferral / active EE | $910 | $1,175-22.5% | $1,954-53.4% | $4,348-79.1% |
| Admin fee / account holder | $1,920 | $2,363-18.8% | $2,825-32.0% | $1,944-1.2% |