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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 | $22,621 | $29,733-23.9% | $56,025-59.6% | $80,959-72.1% |
| Participation rate | 10.2% | 41.7%-31.6pp | 52.5%-42.3pp | 67.7%-57.5pp |
| Annual return | 9.29% | 35.28%-26.0pp | 1712.69%-1703.4pp | 35.67%-26.4pp |
| Employer contribution / active EE | $222 | $672-66.9% | $1,042-78.7% | $2,757-91.9% |
| Participant deferral / active EE | $369 | $1,229-70.0% | $1,955-81.1% | $4,300-91.4% |
| Admin fee / account holder | $1,759 | $2,434-27.7% | $2,828-37.8% | $6,925-74.6% |