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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 | $18,151 | $29,733-39.0% | $56,025-67.6% | $80,959-77.6% |
| Participation rate | 10.0% | 41.7%-31.7pp | 52.5%-42.5pp | 67.7%-57.7pp |
| Annual return | 4.31% | 35.28%-31.0pp | 1712.69%-1708.4pp | 35.67%-31.4pp |
| Employer contribution / active EE | $356 | $672-47.0% | $1,042-65.8% | $2,757-87.1% |
| Participant deferral / active EE | $967 | $1,229-21.3% | $1,955-50.5% | $4,300-77.5% |
| Admin fee / account holder | $516 | $2,434-78.8% | $2,828-81.8% | $6,925-92.5% |