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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 | $29,670-23.8% | $56,054-59.6% | $80,911-72.0% |
| Participation rate | 10.2% | 41.7%-31.5pp | 52.5%-42.3pp | 67.6%-57.5pp |
| Annual return | 9.29% | 35.24%-25.9pp | 1705.95%-1696.7pp | 35.63%-26.3pp |
| Employer contribution / active EE | $222 | $670-66.8% | $1,039-78.6% | $2,756-91.9% |
| Participant deferral / active EE | $369 | $1,227-69.9% | $1,952-81.1% | $4,297-91.4% |
| Admin fee / account holder | $1,759 | $2,431-27.7% | $2,822-37.7% | $6,935-74.6% |