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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 | $25,020 | $27,943-10.5% | $58,507-57.2% | $75,177-66.7% |
| Participation rate | 21.0% | 38.8%-17.9pp | 50.9%-29.9pp | 67.2%-46.2pp |
| Annual return | 13.41% | 44.22%-30.8pp | 4252.32%-4238.9pp | 160.75%-147.3pp |
| Employer contribution / active EE | $335 | $670-49.9% | $1,053-68.2% | $2,671-87.4% |
| Participant deferral / active EE | $811 | $1,202-32.5% | $1,922-57.8% | $4,126-80.3% |
| Admin fee / account holder | $3,963 | $1,727+129.5% | $2,486+59.4% | $5,651-29.9% |