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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 | $25,193 | $29,319-14.1% | $52,425-51.9% | $82,448-69.4% |
| Participation rate | 11.4% | 46.9%-35.4pp | 55.6%-44.2pp | 68.1%-56.6pp |
| Annual return | 13.90% | 535.20%-521.3pp | 302.12%-288.2pp | 41.64%-27.7pp |
| Employer contribution / active EE | $283 | $586-51.7% | $914-69.0% | $2,551-88.9% |
| Participant deferral / active EE | $1,094 | $1,171-6.6% | $1,790-38.9% | $4,139-73.6% |
| Admin fee / account holder | $4,096 | $1,962+108.8% | $2,495+64.2% | $7,234-43.4% |