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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 | $15,047 | $26,137-42.4% | $58,561-74.3% | $74,460-79.8% |
| Participation rate | 5.8% | 32.2%-26.3pp | 50.9%-45.0pp | 70.7%-64.9pp |
| Annual return | 12.92% | 32.53%-19.6pp | 4251.33%-4238.4pp | 34.38%-21.5pp |
| Employer contribution / active EE | $256 | $537-52.3% | $1,053-75.7% | $2,638-90.3% |
| Participant deferral / active EE | $422 | $1,076-60.8% | $1,923-78.1% | $4,530-90.7% |
| Admin fee / account holder | $3,155 | $648+386.8% | $2,520+25.2% | $348+807.1% |