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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 | $12,626 | $29,733-57.5% | $56,025-77.5% | $80,959-84.4% |
| Participation rate | 17.0% | 41.7%-24.7pp | 52.5%-35.5pp | 67.7%-50.7pp |
| Annual return | 5.15% | 35.28%-30.1pp | 1712.69%-1707.5pp | 35.67%-30.5pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $620 | $1,229-49.6% | $1,955-68.3% | $4,300-85.6% |
| Admin fee / account holder | $1,799 | $2,434-26.1% | $2,828-36.4% | $6,925-74.0% |