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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 | $25,396 | $29,670-14.4% | $56,054-54.7% | $80,911-68.6% |
| Participation rate | 16.1% | 41.7%-25.5pp | 52.5%-36.4pp | 67.6%-51.5pp |
| Annual return | 10.51% | 35.24%-24.7pp | 1705.95%-1695.4pp | 35.63%-25.1pp |
| Employer contribution / active EE | $445 | $670-33.5% | $1,039-57.1% | $2,756-83.8% |
| Participant deferral / active EE | $809 | $1,227-34.0% | $1,952-58.5% | $4,297-81.2% |
| Admin fee / account holder | $652 | $2,431-73.2% | $2,822-76.9% | $6,935-90.6% |