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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 | $13,584 | $29,319-53.7% | $52,425-74.1% | $82,448-83.5% |
| Participation rate | 30.8% | 46.9%-16.1pp | 55.6%-24.9pp | 68.1%-37.3pp |
| Annual return | 5.26% | 535.20%-529.9pp | 302.12%-296.9pp | 41.64%-36.4pp |
| Employer contribution / active EE | $227 | $586-61.4% | $914-75.2% | $2,551-91.1% |
| Participant deferral / active EE | $1,001 | $1,171-14.6% | $1,790-44.1% | $4,139-75.8% |
| Admin fee / account holder | $3,456 | $1,962+76.1% | $2,495+38.5% | $7,234-52.2% |