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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 | $29,670-51.6% | $56,054-74.4% | $80,911-82.2% |
| Participation rate | 28.0% | 41.7%-13.7pp | 52.5%-24.5pp | 67.6%-39.6pp |
| Annual return | 10.15% | 35.24%-25.1pp | 1705.95%-1695.8pp | 35.63%-25.5pp |
| Employer contribution / active EE | $227 | $670-66.1% | $1,039-78.2% | $2,756-91.8% |
| Participant deferral / active EE | $1,421 | $1,227+15.8% | $1,952-27.2% | $4,297-66.9% |
| Admin fee / account holder | $1,024 | $2,431-57.9% | $2,822-63.7% | $6,935-85.2% |