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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 | $24,863 | $27,936-11.0% | $58,561-57.5% | $75,173-66.9% |
| Participation rate | 53.8% | 38.8%+14.9pp | 50.9%+2.9pp | 67.2%-13.4pp |
| Annual return | 14.05% | 44.21%-30.2pp | 4251.33%-4237.3pp | 160.72%-146.7pp |
| Employer contribution / active EE | $91 | $670-86.5% | $1,053-91.4% | $2,671-96.6% |
| Participant deferral / active EE | $797 | $1,202-33.7% | $1,923-58.5% | $4,126-80.7% |
| Admin fee / account holder | $466 | $1,727-73.0% | $2,520-81.5% | $5,651-91.7% |