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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 | $22,831 | $58,234-60.8% | $81,783-72.1% | $80,874-71.8% |
| Participation rate | 16.9% | 63.4%-46.5pp | 72.4%-55.4pp | 67.6%-50.7pp |
| Annual return | 9.30% | 41.70%-32.4pp | 775.05%-765.8pp | 35.62%-26.3pp |
| Employer contribution / active EE | $471 | $2,341-79.9% | $2,913-83.8% | $2,756-82.9% |
| Participant deferral / active EE | $851 | $3,283-74.1% | $4,320-80.3% | $4,297-80.2% |
| Admin fee / account holder | $801 | $4,982-83.9% | $7,380-89.1% | $6,935-88.4% |