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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 | $21,902 | $29,667-26.2% | $56,441-61.2% | $80,874-72.9% |
| Participation rate | 21.6% | 41.7%-20.1pp | 52.5%-30.9pp | 67.6%-46.0pp |
| Annual return | 9.42% | 35.22%-25.8pp | 1704.21%-1694.8pp | 35.62%-26.2pp |
| Employer contribution / active EE | $235 | $669-64.8% | $1,039-77.3% | $2,756-91.5% |
| Participant deferral / active EE | $556 | $1,227-54.7% | $1,953-71.5% | $4,297-87.1% |
| Admin fee / account holder | $1,349 | $2,429-44.5% | $2,829-52.3% | $6,935-80.5% |