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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 | $24,787 | $29,051-14.7% | $52,425-52.7% | $67,986-63.5% |
| Participation rate | 16.9% | 30.4%-13.5pp | 55.6%-38.7pp | 57.2%-40.3pp |
| Annual return | 12.89% | 24.00%-11.1pp | 302.12%-289.2pp | 31.67%-18.8pp |
| Employer contribution / active EE | $362 | $412-12.0% | $914-60.4% | $2,019-82.0% |
| Participant deferral / active EE | $706 | $873-19.1% | $1,790-60.6% | $3,358-79.0% |
| Admin fee / account holder | $11,048 | $2,113+422.9% | $2,495+342.8% | $3,203+244.9% |