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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 | $23,947 | $29,319-18.3% | $52,425-54.3% | $82,448-71.0% |
| Participation rate | 55.0% | 46.9%+8.1pp | 55.6%-0.6pp | 68.1%-13.1pp |
| Annual return | 10.82% | 535.20%-524.4pp | 302.12%-291.3pp | 41.64%-30.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,233 | $1,171+90.6% | $1,790+24.7% | $4,139-46.1% |
| Admin fee / account holder | $3,963 | $1,962+102.0% | $2,495+58.9% | $7,234-45.2% |