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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 | $12,799 | $27,800-54.0% | $58,561-78.1% | $71,511-82.1% |
| Participation rate | 50.6% | 34.6%+16.0pp | 50.9%-0.2pp | 67.9%-17.3pp |
| Annual return | 8.76% | 26.80%-18.0pp | 4251.33%-4242.6pp | 28.86%-20.1pp |
| Employer contribution / active EE | $250 | $632-60.4% | $1,053-76.3% | $2,589-90.3% |
| Participant deferral / active EE | $604 | $1,208-50.0% | $1,923-68.6% | $4,291-85.9% |
| Admin fee / account holder | $1,441 | $1,637-12.0% | $2,520-42.8% | $1,588-9.3% |