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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 | $15,384 | $29,733-48.3% | $56,025-72.5% | $80,959-81.0% |
| Participation rate | 23.6% | 41.7%-18.1pp | 52.5%-28.9pp | 67.7%-44.1pp |
| Annual return | 4.23% | 35.28%-31.1pp | 1712.69%-1708.5pp | 35.67%-31.4pp |
| Employer contribution / active EE | $117 | $672-82.5% | $1,042-88.7% | $2,757-95.7% |
| Participant deferral / active EE | $1,333 | $1,229+8.4% | $1,955-31.8% | $4,300-69.0% |
| Admin fee / account holder | $1,574 | $2,434-35.3% | $2,828-44.4% | $6,925-77.3% |