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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 | $19,615 | $29,716-34.0% | $56,077-65.0% | $80,925-75.8% |
| Participation rate | 17.2% | 41.7%-24.5pp | 52.5%-35.3pp | 67.7%-50.4pp |
| Annual return | 10.08% | 35.30%-25.2pp | 1709.28%-1699.2pp | 35.65%-25.6pp |
| Employer contribution / active EE | $550 | $671-18.1% | $1,040-47.1% | $2,756-80.1% |
| Participant deferral / active EE | $1,202 | $1,228-2.1% | $1,954-38.5% | $4,299-72.0% |
| Admin fee / account holder | $683 | $2,432-71.9% | $2,825-75.8% | $6,940-90.2% |