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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 | $10,557 | $29,733-64.5% | $56,025-81.2% | $80,959-87.0% |
| Participation rate | 16.7% | 41.7%-25.1pp | 52.5%-35.8pp | 67.7%-51.0pp |
| Annual return | 8.09% | 35.28%-27.2pp | 1712.69%-1704.6pp | 35.67%-27.6pp |
| Employer contribution / active EE | $334 | $672-50.3% | $1,042-68.0% | $2,757-87.9% |
| Participant deferral / active EE | $616 | $1,229-49.9% | $1,955-68.5% | $4,300-85.7% |
| Admin fee / account holder | $439 | $2,434-82.0% | $2,828-84.5% | $6,925-93.7% |