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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 | $10,394 | $30,421-65.8% | $56,077-81.5% | $74,429-86.0% |
| Participation rate | 18.2% | 32.9%-14.6pp | 52.5%-34.3pp | 67.2%-49.0pp |
| Annual return | 9.97% | 24.94%-15.0pp | 1709.28%-1699.3pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $182 | $610-70.2% | $1,040-82.5% | $2,625-93.1% |
| Participant deferral / active EE | $583 | $1,175-50.4% | $1,954-70.2% | $4,348-86.6% |
| Admin fee / account holder | $2,837 | $2,363+20.0% | $2,825+0.4% | $1,944+45.9% |