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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 | $30,423-65.8% | $56,025-81.4% | $74,478-86.0% |
| Participation rate | 18.2% | 32.9%-14.7pp | 52.5%-34.3pp | 67.2%-49.0pp |
| Annual return | 9.97% | 24.97%-15.0pp | 1712.69%-1702.7pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $182 | $610-70.2% | $1,042-82.6% | $2,626-93.1% |
| Participant deferral / active EE | $583 | $1,176-50.5% | $1,955-70.2% | $4,350-86.6% |
| Admin fee / account holder | $2,837 | $2,363+20.1% | $2,828+0.3% | $1,946+45.8% |