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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 | $10,479 | $27,936-62.5% | $58,561-82.1% | $75,173-86.1% |
| Participation rate | 10.0% | 38.8%-28.8pp | 50.9%-40.9pp | 67.2%-57.2pp |
| Annual return | 5.02% | 44.21%-39.2pp | 4251.33%-4246.3pp | 160.72%-155.7pp |
| Employer contribution / active EE | $322 | $670-51.9% | $1,053-69.4% | $2,671-87.9% |
| Participant deferral / active EE | $956 | $1,202-20.5% | $1,923-50.3% | $4,126-76.8% |
| Admin fee / account holder | $1,264 | $1,727-26.8% | $2,520-49.9% | $5,651-77.6% |