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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 | $21,211 | $27,936-24.1% | $58,561-63.8% | $75,173-71.8% |
| Participation rate | 16.1% | 38.8%-22.7pp | 50.9%-34.7pp | 67.2%-51.1pp |
| Annual return | 11.53% | 44.21%-32.7pp | 4251.33%-4239.8pp | 160.72%-149.2pp |
| Employer contribution / active EE | $277 | $670-58.6% | $1,053-73.7% | $2,671-89.6% |
| Participant deferral / active EE | $307 | $1,202-74.5% | $1,923-84.0% | $4,126-92.6% |
| Admin fee / account holder | $313 | $1,727-81.9% | $2,520-87.6% | $5,651-94.5% |