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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 | $21,619 | $69,118-68.7% | $53,647-59.7% | $138,895-84.4% |
| Participation rate | 8.3% | 64.0%-55.6pp | 56.3%-47.9pp | 79.9%-71.6pp |
| Annual return | 3.17% | 248.26%-245.1pp | 358.33%-355.2pp | 145.39%-142.2pp |
| Employer contribution / active EE | $504 | $1,189-57.7% | $962-47.7% | $4,194-88.0% |
| Participant deferral / active EE | $2,276 | $2,274+0.1% | $1,813+25.5% | $6,396-64.4% |
| Admin fee / account holder | $237,373 | $2,724+8614.3% | $2,460+9549.6% | $12,562+1789.6% |