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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 | $16,716 | $26,936-37.9% | $53,647-68.8% | $71,012-76.5% |
| Participation rate | 13.3% | 21.9%-8.6pp | 56.3%-43.0pp | 58.6%-45.3pp |
| Annual return | 5.40% | 81.59%-76.2pp | 358.33%-352.9pp | 37.67%-32.3pp |
| Employer contribution / active EE | $147 | $335-56.2% | $962-84.8% | $2,348-93.8% |
| Participant deferral / active EE | $516 | $590-12.5% | $1,813-71.5% | $3,246-84.1% |
| Admin fee / account holder | $3,190 | $2,177+46.5% | $2,460+29.7% | $1,167+173.3% |