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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 | $29,644 | $30,421-2.6% | $56,077-47.1% | $74,429-60.2% |
| Participation rate | 19.2% | 32.9%-13.7pp | 52.5%-33.3pp | 67.2%-48.0pp |
| Annual return | 8.63% | 24.94%-16.3pp | 1709.28%-1700.6pp | 1368.38%-1359.8pp |
| Employer contribution / active EE | $114 | $610-81.3% | $1,040-89.1% | $2,625-95.7% |
| Participant deferral / active EE | $496 | $1,175-57.8% | $1,954-74.6% | $4,348-88.6% |
| Admin fee / account holder | $903 | $2,363-61.8% | $2,825-68.0% | $1,944-53.5% |