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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 | $23,099 | $34,932-33.9% | $56,441-59.1% | $74,546-69.0% |
| Participation rate | 13.8% | 32.9%-19.0pp | 52.5%-38.7pp | 67.2%-53.4pp |
| Annual return | 9.01% | 24.90%-15.9pp | 1704.21%-1695.2pp | 1366.03%-1357.0pp |
| Employer contribution / active EE | $132 | $608-78.2% | $1,039-87.3% | $2,624-95.0% |
| Participant deferral / active EE | $415 | $1,173-64.6% | $1,953-78.8% | $4,347-90.5% |
| Admin fee / account holder | $12,428 | $2,359+426.8% | $2,829+339.3% | $1,944+539.4% |