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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 | $21,902 | $29,736-26.3% | $56,033-60.9% | $80,935-72.9% |
| Participation rate | 21.6% | 41.7%-20.1pp | 52.5%-30.9pp | 67.7%-46.0pp |
| Annual return | 9.42% | 35.28%-25.9pp | 1711.38%-1702.0pp | 35.66%-26.2pp |
| Employer contribution / active EE | $235 | $671-64.9% | $1,041-77.4% | $2,757-91.5% |
| Participant deferral / active EE | $556 | $1,228-54.8% | $1,954-71.6% | $4,299-87.1% |
| Admin fee / account holder | $1,349 | $2,434-44.6% | $2,827-52.3% | $6,924-80.5% |