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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 | $29,716-38.9% | $56,077-67.6% | $80,925-77.6% |
| Participation rate | 10.0% | 41.7%-31.7pp | 52.5%-42.5pp | 67.7%-57.7pp |
| Annual return | 4.31% | 35.30%-31.0pp | 1709.28%-1705.0pp | 35.65%-31.3pp |
| Employer contribution / active EE | $356 | $671-47.0% | $1,040-65.8% | $2,756-87.1% |
| Participant deferral / active EE | $967 | $1,228-21.3% | $1,954-50.5% | $4,299-77.5% |
| Admin fee / account holder | $516 | $2,432-78.8% | $2,825-81.7% | $6,940-92.6% |