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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 | $20,131 | $29,319-31.3% | $52,425-61.6% | $82,448-75.6% |
| Participation rate | 10.0% | 46.9%-36.9pp | 55.6%-45.6pp | 68.1%-58.1pp |
| Annual return | 9.96% | 535.20%-525.2pp | 302.12%-292.2pp | 41.64%-31.7pp |
| Employer contribution / active EE | $144 | $586-75.4% | $914-84.2% | $2,551-94.4% |
| Participant deferral / active EE | $280 | $1,171-76.1% | $1,790-84.4% | $4,139-93.2% |
| Admin fee / account holder | $15,706 | $1,962+700.5% | $2,495+529.5% | $7,234+117.1% |