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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 | $15,873 | $27,936-43.2% | $58,561-72.9% | $75,173-78.9% |
| Participation rate | 64.0% | 38.8%+25.2pp | 50.9%+13.1pp | 67.2%-3.2pp |
| Annual return | 11.91% | 44.21%-32.3pp | 4251.33%-4239.4pp | 160.72%-148.8pp |
| Employer contribution / active EE | $489 | $670-26.9% | $1,053-53.6% | $2,671-81.7% |
| Participant deferral / active EE | $816 | $1,202-32.1% | $1,923-57.6% | $4,126-80.2% |
| Admin fee / account holder | $317 | $1,727-81.6% | $2,520-87.4% | $5,651-94.4% |