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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 | $10,591 | $27,936-62.1% | $58,561-81.9% | $75,173-85.9% |
| Participation rate | 16.7% | 38.8%-22.2pp | 50.9%-34.2pp | 67.2%-50.5pp |
| Annual return | 9.86% | 44.21%-34.4pp | 4251.33%-4241.5pp | 160.72%-150.9pp |
| Employer contribution / active EE | $274 | $670-59.1% | $1,053-74.0% | $2,671-89.7% |
| Participant deferral / active EE | $340 | $1,202-71.7% | $1,923-82.3% | $4,126-91.8% |
| Admin fee / account holder | $790 | $1,727-54.3% | $2,520-68.7% | $5,651-86.0% |