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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 | $29,716-43.7% | $56,077-70.1% | $80,925-79.3% |
| Participation rate | 36.4% | 41.7%-5.3pp | 52.5%-16.1pp | 67.7%-31.3pp |
| Annual return | 8.66% | 35.30%-26.6pp | 1709.28%-1700.6pp | 35.65%-27.0pp |
| Employer contribution / active EE | $335 | $671-50.1% | $1,040-67.8% | $2,756-87.8% |
| Participant deferral / active EE | $1,632 | $1,228+32.9% | $1,954-16.5% | $4,299-62.0% |
| Admin fee / account holder | $2,839 | $2,432+16.7% | $2,825+0.5% | $6,940-59.1% |