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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 | $16,740 | $29,733-43.7% | $56,025-70.1% | $80,959-79.3% |
| Participation rate | 36.4% | 41.7%-5.4pp | 52.5%-16.1pp | 67.7%-31.3pp |
| Annual return | 8.66% | 35.28%-26.6pp | 1712.69%-1704.0pp | 35.67%-27.0pp |
| Employer contribution / active EE | $335 | $672-50.1% | $1,042-67.8% | $2,757-87.8% |
| Participant deferral / active EE | $1,632 | $1,229+32.8% | $1,955-16.5% | $4,300-62.0% |
| Admin fee / account holder | $2,839 | $2,434+16.7% | $2,828+0.4% | $6,925-59.0% |