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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 | $15,725 | $27,936-43.7% | $58,561-73.1% | $75,173-79.1% |
| Participation rate | 23.3% | 38.8%-15.5pp | 50.9%-27.5pp | 67.2%-43.9pp |
| Annual return | 13.92% | 44.21%-30.3pp | 4251.33%-4237.4pp | 160.72%-146.8pp |
| Employer contribution / active EE | $478 | $670-28.6% | $1,053-54.6% | $2,671-82.1% |
| Participant deferral / active EE | $1,425 | $1,202+18.5% | $1,923-25.9% | $4,126-65.5% |
| Admin fee / account holder | $55,522 | $1,727+3115.5% | $2,520+2102.9% | $5,651+882.6% |