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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 | $4,083 | $27,924-85.4% | $58,544-93.0% | $75,181-94.6% |
| Participation rate | 16.7% | 38.8%-22.2pp | 50.9%-34.2pp | 67.2%-50.5pp |
| Annual return | 9.99% | 44.20%-34.2pp | 4249.56%-4239.6pp | 160.69%-150.7pp |
| Employer contribution / active EE | $113 | $669-83.1% | $1,053-89.3% | $2,671-95.8% |
| Participant deferral / active EE | $244 | $1,202-79.7% | $1,923-87.3% | $4,126-94.1% |
| Admin fee / account holder | $2,742 | $1,726+58.9% | $2,520+8.8% | $5,650-51.5% |