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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 | $14,362 | $29,736-51.7% | $56,033-74.4% | $80,935-82.3% |
| Participation rate | 28.0% | 41.7%-13.7pp | 52.5%-24.5pp | 67.7%-39.7pp |
| Annual return | 10.15% | 35.28%-25.1pp | 1711.38%-1701.2pp | 35.66%-25.5pp |
| Employer contribution / active EE | $227 | $671-66.2% | $1,041-78.2% | $2,757-91.8% |
| Participant deferral / active EE | $1,421 | $1,228+15.7% | $1,954-27.3% | $4,299-67.0% |
| Admin fee / account holder | $1,024 | $2,434-57.9% | $2,827-63.8% | $6,924-85.2% |