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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 | $18,146 | $29,736-39.0% | $56,033-67.6% | $80,935-77.6% |
| Participation rate | 11.8% | 41.7%-29.9pp | 52.5%-40.7pp | 67.7%-55.8pp |
| Annual return | 10.46% | 35.28%-24.8pp | 1711.38%-1700.9pp | 35.66%-25.2pp |
| Employer contribution / active EE | $153 | $671-77.2% | $1,041-85.3% | $2,757-94.5% |
| Participant deferral / active EE | $477 | $1,228-61.2% | $1,954-75.6% | $4,299-88.9% |
| Admin fee / account holder | $1,860 | $2,434-23.6% | $2,827-34.2% | $6,924-73.1% |