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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 | $29,670-50.6% | $56,054-73.9% | $80,911-81.9% |
| Participation rate | 19.1% | 41.7%-22.5pp | 52.5%-33.3pp | 67.6%-48.5pp |
| Annual return | 3.90% | 35.24%-31.3pp | 1705.95%-1702.0pp | 35.63%-31.7pp |
| Employer contribution / active EE | $330 | $670-50.8% | $1,039-68.3% | $2,756-88.0% |
| Participant deferral / active EE | $481 | $1,227-60.8% | $1,952-75.4% | $4,297-88.8% |
| Admin fee / account holder | $865 | $2,431-64.4% | $2,822-69.4% | $6,935-87.5% |