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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 | $14,407 | $30,423-52.6% | $56,025-74.3% | $74,478-80.7% |
| Participation rate | 16.0% | 32.9%-16.9pp | 52.5%-36.5pp | 67.2%-51.2pp |
| Annual return | 10.52% | 24.97%-14.4pp | 1712.69%-1702.2pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $277 | $610-54.6% | $1,042-73.4% | $2,626-89.4% |
| Participant deferral / active EE | $584 | $1,176-50.4% | $1,955-70.1% | $4,350-86.6% |
| Admin fee / account holder | $2,442 | $2,363+3.3% | $2,828-13.7% | $1,946+25.5% |