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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 | $30,423-24.1% | $56,025-58.8% | $74,478-69.0% |
| Participation rate | 13.8% | 32.9%-19.1pp | 52.5%-38.7pp | 67.2%-53.4pp |
| Annual return | 9.01% | 24.97%-16.0pp | 1712.69%-1703.7pp | 1370.56%-1361.6pp |
| Employer contribution / active EE | $132 | $610-78.3% | $1,042-87.3% | $2,626-95.0% |
| Participant deferral / active EE | $415 | $1,176-64.7% | $1,955-78.8% | $4,350-90.5% |
| Admin fee / account holder | $12,428 | $2,363+425.9% | $2,828+339.4% | $1,946+538.7% |