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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 | $58,258-60.8% | $81,820-72.1% | $80,925-71.8% |
| Participation rate | 16.9% | 63.5%-46.5pp | 72.4%-55.5pp | 67.7%-50.7pp |
| Annual return | 9.30% | 41.76%-32.5pp | 777.93%-768.6pp | 35.65%-26.4pp |
| Employer contribution / active EE | $471 | $2,345-79.9% | $2,915-83.8% | $2,756-82.9% |
| Participant deferral / active EE | $851 | $3,284-74.1% | $4,323-80.3% | $4,299-80.2% |
| Admin fee / account holder | $801 | $4,976-83.9% | $7,391-89.2% | $6,940-88.5% |