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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 | $29,546-26.2% | $56,441-61.4% | $77,671-71.9% |
| Participation rate | 7.0% | 32.7%-25.7pp | 52.5%-45.5pp | 70.6%-63.6pp |
| Annual return | 10.98% | 19.01%-8.0pp | 1704.21%-1693.2pp | 31.21%-20.2pp |
| Employer contribution / active EE | $222 | $568-60.9% | $1,039-78.6% | $2,726-91.9% |
| Participant deferral / active EE | $364 | $1,061-65.7% | $1,953-81.4% | $4,648-92.2% |
| Admin fee / account holder | $4,184 | $1,046+299.9% | $2,829+47.9% | $430+872.1% |