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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 | $28,624-23.9% | $53,647-59.4% | $82,637-73.6% |
| Participation rate | 14.5% | 47.3%-32.7pp | 56.3%-41.7pp | 68.1%-53.5pp |
| Annual return | 9.56% | 664.98%-655.4pp | 358.33%-348.8pp | 53.51%-43.9pp |
| Employer contribution / active EE | $268 | $637-57.8% | $962-72.1% | $2,552-89.5% |
| Participant deferral / active EE | $506 | $1,196-57.7% | $1,813-72.1% | $4,126-87.7% |
| Admin fee / account holder | $20,015 | $2,022+890.0% | $2,460+713.6% | $7,339+172.7% |