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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 | $17,577 | $30,421-42.2% | $56,077-68.7% | $74,429-76.4% |
| Participation rate | 8.3% | 32.9%-24.6pp | 52.5%-44.2pp | 67.2%-58.9pp |
| Annual return | 10.59% | 24.94%-14.3pp | 1709.28%-1698.7pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $318 | $610-47.9% | $1,040-69.5% | $2,625-87.9% |
| Participant deferral / active EE | $318 | $1,175-72.9% | $1,954-83.7% | $4,348-92.7% |
| Admin fee / account holder | $5,519 | $2,363+133.5% | $2,825+95.4% | $1,944+183.9% |