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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 | $17,495 | $28,624-38.9% | $53,647-67.4% | $82,637-78.8% |
| Participation rate | 11.3% | 47.3%-36.0pp | 56.3%-45.0pp | 68.1%-56.8pp |
| Annual return | 9.67% | 664.98%-655.3pp | 358.33%-348.7pp | 53.51%-43.8pp |
| Employer contribution / active EE | $213 | $637-66.5% | $962-77.8% | $2,552-91.6% |
| Participant deferral / active EE | $429 | $1,196-64.1% | $1,813-76.3% | $4,126-89.6% |
| Admin fee / account holder | $6,424 | $2,022+217.7% | $2,460+161.1% | $7,339-12.5% |