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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 | $29,716-48.2% | $56,077-72.6% | $80,925-81.0% |
| Participation rate | 23.6% | 41.7%-18.1pp | 52.5%-28.9pp | 67.7%-44.0pp |
| Annual return | 4.23% | 35.30%-31.1pp | 1709.28%-1705.0pp | 35.65%-31.4pp |
| Employer contribution / active EE | $117 | $671-82.5% | $1,040-88.7% | $2,756-95.7% |
| Participant deferral / active EE | $1,333 | $1,228+8.5% | $1,954-31.8% | $4,299-69.0% |
| Admin fee / account holder | $1,574 | $2,432-35.3% | $2,825-44.3% | $6,940-77.3% |