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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 | $19,855 | $29,736-33.2% | $56,033-64.6% | $80,935-75.5% |
| Participation rate | 15.6% | 41.7%-26.1pp | 52.5%-36.9pp | 67.7%-52.0pp |
| Annual return | 2.43% | 35.28%-32.8pp | 1711.38%-1708.9pp | 35.66%-33.2pp |
| Employer contribution / active EE | $570 | $671-15.2% | $1,041-45.3% | $2,757-79.3% |
| Participant deferral / active EE | $864 | $1,228-29.7% | $1,954-55.8% | $4,299-79.9% |
| Admin fee / account holder | $2,170 | $2,434-10.8% | $2,827-23.2% | $6,924-68.7% |