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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 | $14,357 | $27,800-48.4% | $58,507-75.5% | $71,529-79.9% |
| Participation rate | 11.8% | 34.6%-22.8pp | 50.9%-39.1pp | 67.9%-56.2pp |
| Annual return | 6.38% | 26.80%-20.4pp | 4252.32%-4245.9pp | 28.97%-22.6pp |
| Employer contribution / active EE | $163 | $632-74.2% | $1,053-84.5% | $2,590-93.7% |
| Participant deferral / active EE | $391 | $1,208-67.6% | $1,922-79.7% | $4,291-90.9% |
| Admin fee / account holder | $1,142 | $1,637-30.2% | $2,486-54.1% | $1,588-28.1% |