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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 | $17,006 | $29,736-42.8% | $56,033-69.6% | $80,935-79.0% |
| Participation rate | 15.4% | 41.7%-26.3pp | 52.5%-37.1pp | 67.7%-52.3pp |
| Annual return | 9.83% | 35.28%-25.4pp | 1711.38%-1701.5pp | 35.66%-25.8pp |
| Employer contribution / active EE | $273 | $671-59.4% | $1,041-73.8% | $2,757-90.1% |
| Participant deferral / active EE | $592 | $1,228-51.8% | $1,954-69.7% | $4,299-86.2% |
| Admin fee / account holder | $379 | $2,434-84.4% | $2,827-86.6% | $6,924-94.5% |