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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 | $12,174 | $27,924-56.4% | $58,544-79.2% | $75,181-83.8% |
| Participation rate | 6.4% | 38.8%-32.5pp | 50.9%-44.5pp | 67.2%-60.8pp |
| Annual return | 13.78% | 44.20%-30.4pp | 4249.56%-4235.8pp | 160.69%-146.9pp |
| Employer contribution / active EE | $82 | $669-87.8% | $1,053-92.2% | $2,671-96.9% |
| Participant deferral / active EE | $254 | $1,202-78.9% | $1,923-86.8% | $4,126-93.9% |
| Admin fee / account holder | $314 | $1,726-81.8% | $2,520-87.5% | $5,650-94.4% |