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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 | $25,164 | $29,716-15.3% | $56,077-55.1% | $80,925-68.9% |
| Participation rate | 19.6% | 41.7%-22.1pp | 52.5%-32.9pp | 67.7%-48.1pp |
| Annual return | 6.62% | 35.30%-28.7pp | 1709.28%-1702.7pp | 35.65%-29.0pp |
| Employer contribution / active EE | $494 | $671-26.4% | $1,040-52.5% | $2,756-82.1% |
| Participant deferral / active EE | $1,033 | $1,228-16.0% | $1,954-47.2% | $4,299-76.0% |
| Admin fee / account holder | $13,310 | $2,432+447.3% | $2,825+371.2% | $6,940+91.8% |