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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 | $23,893 | $27,936-14.5% | $58,561-59.2% | $75,173-68.2% |
| Participation rate | 21.4% | 38.8%-17.4pp | 50.9%-29.4pp | 67.2%-45.8pp |
| Annual return | 8.51% | 44.21%-35.7pp | 4251.33%-4242.8pp | 160.72%-152.2pp |
| Employer contribution / active EE | $558 | $670-16.7% | $1,053-47.1% | $2,671-79.1% |
| Participant deferral / active EE | $1,545 | $1,202+28.6% | $1,923-19.6% | $4,126-62.5% |
| Admin fee / account holder | $2,783 | $1,727+61.2% | $2,520+10.4% | $5,651-50.8% |