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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 | $15,676 | $29,319-46.5% | $52,425-70.1% | $82,448-81.0% |
| Participation rate | 27.8% | 46.9%-19.1pp | 55.6%-27.8pp | 68.1%-40.3pp |
| Annual return | 11.07% | 535.20%-524.1pp | 302.12%-291.0pp | 41.64%-30.6pp |
| Employer contribution / active EE | $636 | $586+8.5% | $914-30.4% | $2,551-75.1% |
| Participant deferral / active EE | $922 | $1,171-21.3% | $1,790-48.5% | $4,139-77.7% |
| Admin fee / account holder | $763 | $1,962-61.1% | $2,495-69.4% | $7,234-89.4% |