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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 | $17,023 | $27,936-39.1% | $58,561-70.9% | $75,173-77.4% |
| Participation rate | 16.7% | 38.8%-22.2pp | 50.9%-34.2pp | 67.2%-50.5pp |
| Annual return | 12.36% | 44.21%-31.9pp | 4251.33%-4239.0pp | 160.72%-148.4pp |
| Employer contribution / active EE | $642 | $670-4.2% | $1,053-39.1% | $2,671-76.0% |
| Participant deferral / active EE | $690 | $1,202-42.6% | $1,923-64.1% | $4,126-83.3% |
| Admin fee / account holder | $1,378 | $1,727-20.2% | $2,520-45.3% | $5,651-75.6% |