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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 | $11,399 | $29,319-61.1% | $52,425-78.3% | $82,448-86.2% |
| Participation rate | 13.2% | 46.9%-33.7pp | 55.6%-42.5pp | 68.1%-54.9pp |
| Annual return | 10.98% | 535.20%-524.2pp | 302.12%-291.1pp | 41.64%-30.7pp |
| Employer contribution / active EE | $244 | $586-58.3% | $914-73.3% | $2,551-90.4% |
| Participant deferral / active EE | $395 | $1,171-66.2% | $1,790-77.9% | $4,139-90.4% |
| Admin fee / account holder | $1,547 | $1,962-21.2% | $2,495-38.0% | $7,234-78.6% |