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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 | $15,110 | $27,943-45.9% | $58,507-74.2% | $75,177-79.9% |
| Participation rate | 23.3% | 38.8%-15.5pp | 50.9%-27.5pp | 67.2%-43.9pp |
| Annual return | 14.04% | 44.22%-30.2pp | 4252.32%-4238.3pp | 160.75%-146.7pp |
| Employer contribution / active EE | $621 | $670-7.3% | $1,053-41.1% | $2,671-76.8% |
| Participant deferral / active EE | $1,074 | $1,202-10.6% | $1,922-44.1% | $4,126-74.0% |
| Admin fee / account holder | $2,599 | $1,727+50.5% | $2,486+4.5% | $5,651-54.0% |