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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 | $12,399 | $56,134-77.9% | $96,171-87.1% | $85,847-85.6% |
| Participation rate | 20.0% | 56.7%-36.7pp | 68.4%-48.4pp | 69.3%-49.3pp |
| Annual return | 10.24% | 42.30%-32.1pp | 192.04%-181.8pp | 318.61%-308.4pp |
| Employer contribution / active EE | $427 | $1,620-73.6% | $2,799-84.7% | $2,565-83.4% |
| Participant deferral / active EE | $833 | $2,858-70.8% | $4,350-80.8% | $3,952-78.9% |
| Admin fee / account holder | $1,875 | $3,769-50.3% | $5,538-66.1% | $6,261-70.1% |