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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 | $22,226 | $29,670-25.1% | $56,054-60.3% | $80,911-72.5% |
| Participation rate | 13.3% | 41.7%-28.3pp | 52.5%-39.1pp | 67.6%-54.3pp |
| Annual return | 10.55% | 35.24%-24.7pp | 1705.95%-1695.4pp | 35.63%-25.1pp |
| Employer contribution / active EE | $94 | $670-86.0% | $1,039-91.0% | $2,756-96.6% |
| Participant deferral / active EE | $413 | $1,227-66.3% | $1,952-78.8% | $4,297-90.4% |
| Admin fee / account holder | $1,398 | $2,431-42.5% | $2,822-50.5% | $6,935-79.8% |