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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 | $13,954 | $45,126-69.1% | $85,187-83.6% | $74,459-81.3% |
| Participation rate | 28.7% | 49.4%-20.7pp | 67.5%-38.9pp | 67.2%-38.6pp |
| Annual return | 11.08% | 26.30%-15.2pp | 66.67%-55.6pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $1,486 | $1,460+1.8% | $2,732-45.6% | $2,626-43.4% |
| Participant deferral / active EE | $775 | $2,738-71.7% | $4,525-82.9% | $4,350-82.2% |
| Admin fee / account holder | $2,142 | $2,212-3.1% | $6,162-65.2% | $1,945+10.2% |