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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 | $17,830 | $29,319-39.2% | $52,425-66.0% | $82,448-78.4% |
| Participation rate | 18.0% | 46.9%-28.9pp | 55.6%-37.6pp | 68.1%-50.1pp |
| Annual return | 11.25% | 535.20%-524.0pp | 302.12%-290.9pp | 41.64%-30.4pp |
| Employer contribution / active EE | $206 | $586-64.9% | $914-77.5% | $2,551-91.9% |
| Participant deferral / active EE | $289 | $1,171-75.3% | $1,790-83.9% | $4,139-93.0% |
| Admin fee / account holder | $3,536 | $1,962+80.2% | $2,495+41.7% | $7,234-51.1% |