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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 | $34,932-58.8% | $56,441-74.5% | $74,546-80.7% |
| Participation rate | 16.0% | 32.9%-16.9pp | 52.5%-36.5pp | 67.2%-51.2pp |
| Annual return | 10.52% | 24.90%-14.4pp | 1704.21%-1693.7pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $277 | $608-54.4% | $1,039-73.3% | $2,624-89.4% |
| Participant deferral / active EE | $584 | $1,173-50.2% | $1,953-70.1% | $4,347-86.6% |
| Admin fee / account holder | $2,442 | $2,359+3.5% | $2,829-13.7% | $1,944+25.7% |