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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 | $23,613 | $27,936-15.5% | $58,561-59.7% | $75,173-68.6% |
| Participation rate | 16.7% | 38.8%-22.2pp | 50.9%-34.2pp | 67.2%-50.5pp |
| Annual return | 13.51% | 44.21%-30.7pp | 4251.33%-4237.8pp | 160.72%-147.2pp |
| Employer contribution / active EE | $144 | $670-78.5% | $1,053-86.3% | $2,671-94.6% |
| Participant deferral / active EE | $1,121 | $1,202-6.7% | $1,923-41.7% | $4,126-72.8% |
| Admin fee / account holder | $855 | $1,727-50.5% | $2,520-66.1% | $5,651-84.9% |