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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 | $12,745 | $48,314-73.6% | $67,561-81.1% | $80,925-84.3% |
| Participation rate | 30.8% | 66.4%-35.6pp | 72.9%-42.1pp | 67.7%-36.9pp |
| Annual return | 8.32% | 18.28%-10.0pp | 3525.44%-3517.1pp | 35.65%-27.3pp |
| Employer contribution / active EE | $402 | $2,022-80.1% | $2,735-85.3% | $2,756-85.4% |
| Participant deferral / active EE | $1,044 | $2,927-64.3% | $4,003-73.9% | $4,299-75.7% |
| Admin fee / account holder | $315 | $3,690-91.5% | $4,006-92.1% | $6,940-95.5% |