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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 | $21,848 | $29,670-26.4% | $56,054-61.0% | $80,911-73.0% |
| Participation rate | 26.8% | 41.7%-14.8pp | 52.5%-25.7pp | 67.6%-40.8pp |
| Annual return | 10.50% | 35.24%-24.7pp | 1705.95%-1695.4pp | 35.63%-25.1pp |
| Employer contribution / active EE | $129 | $670-80.7% | $1,039-87.6% | $2,756-95.3% |
| Participant deferral / active EE | $681 | $1,227-44.5% | $1,952-65.1% | $4,297-84.1% |
| Admin fee / account holder | $1,550 | $2,431-36.3% | $2,822-45.1% | $6,935-77.7% |