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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 | $24,920 | $29,716-16.1% | $56,077-55.6% | $80,925-69.2% |
| Participation rate | 9.4% | 41.7%-32.3pp | 52.5%-43.1pp | 67.7%-58.3pp |
| Annual return | 1.05% | 35.30%-34.2pp | 1709.28%-1708.2pp | 35.65%-34.6pp |
| Employer contribution / active EE | $167 | $671-75.1% | $1,040-83.9% | $2,756-93.9% |
| Participant deferral / active EE | $403 | $1,228-67.2% | $1,954-79.4% | $4,299-90.6% |
| Admin fee / account holder | $6,459 | $2,432+165.6% | $2,825+128.6% | $6,940-6.9% |