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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 | $16,714 | $34,316-51.3% | $74,723-77.6% | $72,976-77.1% |
| Participation rate | 9.2% | 42.4%-33.2pp | 54.5%-45.3pp | 69.5%-60.3pp |
| Annual return | 13.19% | 26.58%-13.4pp | 753.18%-740.0pp | 81.02%-67.8pp |
| Employer contribution / active EE | $176 | $692-74.6% | $1,084-83.8% | $2,440-92.8% |
| Participant deferral / active EE | $376 | $1,272-70.4% | $1,962-80.8% | $3,608-89.6% |
| Admin fee / account holder | $316 | $2,125-85.1% | $3,335-90.5% | $5,124-93.8% |