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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 | $13,431 | $29,733-54.8% | $56,025-76.0% | $80,959-83.4% |
| Participation rate | 25.8% | 41.7%-15.9pp | 52.5%-26.7pp | 67.7%-41.9pp |
| Annual return | 9.74% | 35.28%-25.5pp | 1712.69%-1702.9pp | 35.67%-25.9pp |
| Employer contribution / active EE | $337 | $672-49.9% | $1,042-67.7% | $2,757-87.8% |
| Participant deferral / active EE | $713 | $1,229-42.0% | $1,955-63.5% | $4,300-83.4% |
| Admin fee / account holder | $635 | $2,434-73.9% | $2,828-77.6% | $6,925-90.8% |