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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 | $23,583 | $30,437-22.5% | $56,033-57.9% | $74,459-68.3% |
| Participation rate | 8.5% | 32.9%-24.4pp | 52.5%-44.0pp | 67.2%-58.7pp |
| Annual return | 8.36% | 24.96%-16.6pp | 1711.38%-1703.0pp | 1369.70%-1361.3pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $294 | $1,176-75.0% | $1,954-85.0% | $4,350-93.3% |
| Admin fee / account holder | $4,912 | $2,363+107.8% | $2,827+73.7% | $1,945+152.6% |