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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 | $14,853 | $29,554-49.7% | $56,054-73.5% | $77,692-80.9% |
| Participation rate | 19.8% | 32.6%-12.8pp | 52.5%-32.6pp | 70.6%-50.7pp |
| Annual return | 9.25% | 18.89%-9.6pp | 1705.95%-1696.7pp | 31.25%-22.0pp |
| Employer contribution / active EE | $104 | $568-81.7% | $1,039-90.0% | $2,726-96.2% |
| Participant deferral / active EE | $612 | $1,061-42.3% | $1,952-68.6% | $4,648-86.8% |
| Admin fee / account holder | $1,239 | $1,046+18.5% | $2,822-56.1% | $431+187.9% |