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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 | $20,307 | $29,525-31.2% | $56,033-63.8% | $77,736-73.9% |
| Participation rate | 27.5% | 32.7%-5.2pp | 52.5%-25.0pp | 70.6%-43.1pp |
| Annual return | 8.91% | 18.90%-10.0pp | 1711.38%-1702.5pp | 31.26%-22.4pp |
| Employer contribution / active EE | $102 | $569-82.1% | $1,041-90.2% | $2,728-96.3% |
| Participant deferral / active EE | $833 | $1,062-21.5% | $1,954-57.4% | $4,651-82.1% |
| Admin fee / account holder | $6,630 | $1,040+537.5% | $2,827+134.5% | $433+1430.2% |