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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 | $14,525 | $29,716-51.1% | $56,077-74.1% | $80,925-82.1% |
| Participation rate | 35.6% | 41.7%-6.1pp | 52.5%-16.9pp | 67.7%-32.1pp |
| Annual return | 9.41% | 35.30%-25.9pp | 1709.28%-1699.9pp | 35.65%-26.2pp |
| Employer contribution / active EE | $277 | $671-58.7% | $1,040-73.4% | $2,756-89.9% |
| Participant deferral / active EE | $1,041 | $1,228-15.3% | $1,954-46.7% | $4,299-75.8% |
| Admin fee / account holder | $3,536 | $2,432+45.4% | $2,825+25.2% | $6,940-49.1% |