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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 | $30,421-24.1% | $56,077-58.8% | $74,429-69.0% |
| Participation rate | 13.8% | 32.9%-19.0pp | 52.5%-38.7pp | 67.2%-53.4pp |
| Annual return | 9.01% | 24.94%-15.9pp | 1709.28%-1700.3pp | 1368.38%-1359.4pp |
| Employer contribution / active EE | $132 | $610-78.3% | $1,040-87.3% | $2,625-95.0% |
| Participant deferral / active EE | $415 | $1,175-64.7% | $1,954-78.8% | $4,348-90.5% |
| Admin fee / account holder | $12,428 | $2,363+425.8% | $2,825+339.9% | $1,944+539.2% |