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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 | $14,650 | $57,312-74.4% | $86,617-83.1% | $75,181-80.5% |
| Participation rate | 33.3% | 63.2%-29.9pp | 71.7%-38.4pp | 67.2%-33.9pp |
| Annual return | 12.78% | 2672.78%-2660.0pp | 591.91%-579.1pp | 160.69%-147.9pp |
| Employer contribution / active EE | $984 | $2,315-57.5% | $3,023-67.5% | $2,671-63.2% |
| Participant deferral / active EE | $1,472 | $3,319-55.6% | $4,437-66.8% | $4,126-64.3% |
| Admin fee / account holder | $10,745 | $4,114+161.2% | $5,613+91.4% | $5,650+90.2% |