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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 | $23,772 | $51,638-54.0% | $68,368-65.2% | $82,448-71.2% |
| Participation rate | 25.8% | 63.6%-37.8pp | 73.8%-47.9pp | 68.1%-42.3pp |
| Annual return | 6.26% | 37.53%-31.3pp | 292.57%-286.3pp | 41.64%-35.4pp |
| Employer contribution / active EE | $750 | $2,047-63.4% | $2,649-71.7% | $2,551-70.6% |
| Participant deferral / active EE | $997 | $2,914-65.8% | $4,123-75.8% | $4,139-75.9% |
| Admin fee / account holder | $29,159 | $4,643+528.0% | $5,150+466.2% | $7,234+303.1% |