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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 | $21,795 | $29,507-26.1% | $56,025-61.1% | $77,762-72.0% |
| Participation rate | 7.0% | 32.7%-25.8pp | 52.5%-45.5pp | 70.6%-63.6pp |
| Annual return | 10.98% | 18.90%-7.9pp | 1712.69%-1701.7pp | 31.27%-20.3pp |
| Employer contribution / active EE | $222 | $570-61.0% | $1,042-78.7% | $2,728-91.9% |
| Participant deferral / active EE | $364 | $1,062-65.7% | $1,955-81.4% | $4,651-92.2% |
| Admin fee / account holder | $4,184 | $1,041+302.0% | $2,828+47.9% | $433+866.5% |