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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 | $14,653 | $29,733-50.7% | $56,025-73.8% | $80,959-81.9% |
| Participation rate | 19.1% | 41.7%-22.6pp | 52.5%-33.4pp | 67.7%-48.5pp |
| Annual return | 3.90% | 35.28%-31.4pp | 1712.69%-1708.8pp | 35.67%-31.8pp |
| Employer contribution / active EE | $330 | $672-50.9% | $1,042-68.4% | $2,757-88.0% |
| Participant deferral / active EE | $481 | $1,229-60.9% | $1,955-75.4% | $4,300-88.8% |
| Admin fee / account holder | $865 | $2,434-64.5% | $2,828-69.4% | $6,925-87.5% |