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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 | $20,725 | $29,733-30.3% | $56,025-63.0% | $80,959-74.4% |
| Participation rate | 16.0% | 41.7%-25.7pp | 52.5%-36.5pp | 67.7%-51.7pp |
| Annual return | 8.39% | 35.28%-26.9pp | 1712.69%-1704.3pp | 35.67%-27.3pp |
| Employer contribution / active EE | $412 | $672-38.6% | $1,042-60.4% | $2,757-85.1% |
| Participant deferral / active EE | $456 | $1,229-62.9% | $1,955-76.7% | $4,300-89.4% |
| Admin fee / account holder | $4,326 | $2,434+77.8% | $2,828+53.0% | $6,925-37.5% |