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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 | $26,802 | $72,465-63.0% | $67,575-60.3% | $145,884-81.6% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 8.06% | 7222.56%-7214.5pp | 3528.98%-3520.9pp | 551.85%-543.8pp |
| Employer contribution / active EE | $605 | $3,074-80.3% | $2,736-77.9% | $4,662-87.0% |
| Participant deferral / active EE | $2,031 | $4,786-57.6% | $4,003-49.3% | $6,690-69.6% |
| Admin fee / account holder | $19,885 | $5,515+260.5% | $3,993+398.0% | $13,392+48.5% |