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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 | $15,299 | $28,624-46.6% | $53,647-71.5% | $82,637-81.5% |
| Participation rate | 32.6% | 47.3%-14.6pp | 56.3%-23.6pp | 68.1%-35.4pp |
| Annual return | 13.40% | 664.98%-651.6pp | 358.33%-344.9pp | 53.51%-40.1pp |
| Employer contribution / active EE | $127 | $637-80.0% | $962-86.8% | $2,552-95.0% |
| Participant deferral / active EE | $396 | $1,196-66.9% | $1,813-78.1% | $4,126-90.4% |
| Admin fee / account holder | $817 | $2,022-59.6% | $2,460-66.8% | $7,339-88.9% |