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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 | $14,785 | $30,423-51.4% | $56,025-73.6% | $74,478-80.1% |
| Participation rate | 21.8% | 32.9%-11.1pp | 52.5%-30.7pp | 67.2%-45.4pp |
| Annual return | 6.85% | 24.97%-18.1pp | 1712.69%-1705.8pp | 1370.56%-1363.7pp |
| Employer contribution / active EE | $317 | $610-48.1% | $1,042-69.6% | $2,626-87.9% |
| Participant deferral / active EE | $752 | $1,176-36.1% | $1,955-61.5% | $4,350-82.7% |
| Admin fee / account holder | $9,020 | $2,363+281.7% | $2,828+218.9% | $1,946+363.5% |