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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 | $24,447 | $27,924-12.5% | $58,544-58.2% | $75,181-67.5% |
| Participation rate | 22.6% | 38.8%-16.3pp | 50.9%-28.3pp | 67.2%-44.6pp |
| Annual return | 11.51% | 44.20%-32.7pp | 4249.56%-4238.1pp | 160.69%-149.2pp |
| Employer contribution / active EE | $520 | $669-22.3% | $1,053-50.6% | $2,671-80.5% |
| Participant deferral / active EE | $762 | $1,202-36.6% | $1,923-60.4% | $4,126-81.5% |
| Admin fee / account holder | $6,844 | $1,726+296.5% | $2,520+171.6% | $5,650+21.1% |