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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 | $12,268 | $29,733-58.7% | $56,025-78.1% | $80,959-84.8% |
| Participation rate | 22.5% | 41.7%-19.2pp | 52.5%-30.0pp | 67.7%-45.1pp |
| Annual return | 10.03% | 35.28%-25.3pp | 1712.69%-1702.7pp | 35.67%-25.6pp |
| Employer contribution / active EE | $515 | $672-23.4% | $1,042-50.6% | $2,757-81.3% |
| Participant deferral / active EE | $861 | $1,229-29.9% | $1,955-55.9% | $4,300-80.0% |
| Admin fee / account holder | $861 | $2,434-64.6% | $2,828-69.5% | $6,925-87.6% |