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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 | $12,923 | $29,736-56.5% | $56,033-76.9% | $80,935-84.0% |
| Participation rate | 38.3% | 41.7%-3.4pp | 52.5%-14.2pp | 67.7%-29.4pp |
| Annual return | 6.93% | 35.28%-28.3pp | 1711.38%-1704.4pp | 35.66%-28.7pp |
| Employer contribution / active EE | $362 | $671-46.1% | $1,041-65.2% | $2,757-86.9% |
| Participant deferral / active EE | $783 | $1,228-36.3% | $1,954-59.9% | $4,299-81.8% |
| Admin fee / account holder | $1,504 | $2,434-38.2% | $2,827-46.8% | $6,924-78.3% |