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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 | $21,775 | $29,319-25.7% | $52,425-58.5% | $82,448-73.6% |
| Participation rate | 14.5% | 46.9%-32.3pp | 55.6%-41.1pp | 68.1%-53.5pp |
| Annual return | 9.56% | 535.20%-525.6pp | 302.12%-292.6pp | 41.64%-32.1pp |
| Employer contribution / active EE | $268 | $586-54.2% | $914-70.6% | $2,551-89.5% |
| Participant deferral / active EE | $506 | $1,171-56.8% | $1,790-71.7% | $4,139-87.8% |
| Admin fee / account holder | $20,015 | $1,962+920.0% | $2,495+702.2% | $7,234+176.7% |