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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 | $34,932-49.7% | $56,441-68.9% | $74,546-76.4% |
| Participation rate | 8.3% | 32.9%-24.6pp | 52.5%-44.2pp | 67.2%-58.9pp |
| Annual return | 10.59% | 24.90%-14.3pp | 1704.21%-1693.6pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $318 | $608-47.8% | $1,039-69.4% | $2,624-87.9% |
| Participant deferral / active EE | $318 | $1,173-72.9% | $1,953-83.7% | $4,347-92.7% |
| Admin fee / account holder | $5,519 | $2,359+133.9% | $2,829+95.1% | $1,944+184.0% |