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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 | $15,840 | $34,316-53.8% | $74,723-78.8% | $72,976-78.3% |
| Participation rate | 23.4% | 42.4%-19.0pp | 54.5%-31.1pp | 69.5%-46.1pp |
| Annual return | 15.73% | 26.58%-10.8pp | 753.18%-737.4pp | 81.02%-65.3pp |
| Employer contribution / active EE | $495 | $692-28.4% | $1,084-54.3% | $2,440-79.7% |
| Participant deferral / active EE | $810 | $1,272-36.3% | $1,962-58.7% | $3,608-77.6% |
| Admin fee / account holder | $3,089 | $2,125+45.4% | $3,335-7.4% | $5,124-39.7% |