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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 | $29,644 | $34,932-15.1% | $56,441-47.5% | $74,546-60.2% |
| Participation rate | 19.2% | 32.9%-13.7pp | 52.5%-33.3pp | 67.2%-48.0pp |
| Annual return | 8.63% | 24.90%-16.3pp | 1704.21%-1695.6pp | 1366.03%-1357.4pp |
| Employer contribution / active EE | $114 | $608-81.3% | $1,039-89.1% | $2,624-95.7% |
| Participant deferral / active EE | $496 | $1,173-57.7% | $1,953-74.6% | $4,347-88.6% |
| Admin fee / account holder | $903 | $2,359-61.7% | $2,829-68.1% | $1,944-53.5% |