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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 | $21,667 | $27,924-22.4% | $58,544-63.0% | $75,181-71.2% |
| Participation rate | 17.6% | 38.8%-21.2pp | 50.9%-33.2pp | 67.2%-49.6pp |
| Annual return | 11.10% | 44.20%-33.1pp | 4249.56%-4238.5pp | 160.69%-149.6pp |
| Employer contribution / active EE | $336 | $669-49.8% | $1,053-68.1% | $2,671-87.4% |
| Participant deferral / active EE | $922 | $1,202-23.2% | $1,923-52.0% | $4,126-77.6% |
| Admin fee / account holder | $23,708 | $1,726+1273.4% | $2,520+840.9% | $5,650+319.6% |