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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 | $29,716-14.5% | $56,077-54.7% | $80,925-68.6% |
| Participation rate | 16.1% | 41.7%-25.6pp | 52.5%-36.4pp | 67.7%-51.5pp |
| Annual return | 10.51% | 35.30%-24.8pp | 1709.28%-1698.8pp | 35.65%-25.1pp |
| Employer contribution / active EE | $445 | $671-33.6% | $1,040-57.2% | $2,756-83.8% |
| Participant deferral / active EE | $809 | $1,228-34.1% | $1,954-58.6% | $4,299-81.2% |
| Admin fee / account holder | $652 | $2,432-73.2% | $2,825-76.9% | $6,940-90.6% |