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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 | $16,718 | $29,733-43.8% | $56,025-70.2% | $80,959-79.4% |
| Participation rate | 24.6% | 41.7%-17.1pp | 52.5%-27.9pp | 67.7%-43.0pp |
| Annual return | 9.85% | 35.28%-25.4pp | 1712.69%-1702.8pp | 35.67%-25.8pp |
| Employer contribution / active EE | $361 | $672-46.2% | $1,042-65.3% | $2,757-86.9% |
| Participant deferral / active EE | $1,080 | $1,229-12.1% | $1,955-44.7% | $4,300-74.9% |
| Admin fee / account holder | $5,581 | $2,434+129.3% | $2,828+97.3% | $6,925-19.4% |