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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 | $17,741 | $27,800-36.2% | $58,507-69.7% | $71,529-75.2% |
| Participation rate | 14.5% | 34.6%-20.1pp | 50.9%-36.3pp | 67.9%-53.4pp |
| Annual return | 12.95% | 26.80%-13.8pp | 4252.32%-4239.4pp | 28.97%-16.0pp |
| Employer contribution / active EE | $627 | $632-0.7% | $1,053-40.5% | $2,590-75.8% |
| Participant deferral / active EE | $748 | $1,208-38.0% | $1,922-61.1% | $4,291-82.6% |
| Admin fee / account holder | $740 | $1,637-54.8% | $2,486-70.2% | $1,588-53.4% |