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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 | $30,421-52.6% | $56,077-74.3% | $74,429-80.6% |
| Participation rate | 16.0% | 32.9%-16.9pp | 52.5%-36.5pp | 67.2%-51.2pp |
| Annual return | 10.52% | 24.94%-14.4pp | 1709.28%-1698.8pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $277 | $610-54.5% | $1,040-73.3% | $2,625-89.4% |
| Participant deferral / active EE | $584 | $1,175-50.3% | $1,954-70.1% | $4,348-86.6% |
| Admin fee / account holder | $2,442 | $2,363+3.3% | $2,825-13.5% | $1,944+25.6% |