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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 | $11,046 | $29,670-62.8% | $56,054-80.3% | $80,911-86.3% |
| Participation rate | 12.8% | 41.7%-28.8pp | 52.5%-39.7pp | 67.6%-54.8pp |
| Annual return | 8.33% | 35.24%-26.9pp | 1705.95%-1697.6pp | 35.63%-27.3pp |
| Employer contribution / active EE | $234 | $670-65.0% | $1,039-77.5% | $2,756-91.5% |
| Participant deferral / active EE | $290 | $1,227-76.3% | $1,952-85.1% | $4,297-93.2% |
| Admin fee / account holder | $1,573 | $2,431-35.3% | $2,822-44.3% | $6,935-77.3% |