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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 | $7,095 | $96,691-92.7% | $86,656-91.8% | $139,487-94.9% |
| Participation rate | 27.3% | 74.4%-47.1pp | 71.7%-44.4pp | 80.3%-53.1pp |
| Annual return | 8.93% | 106.87%-97.9pp | 593.09%-584.2pp | 373.84%-364.9pp |
| Employer contribution / active EE | $434 | $3,267-86.7% | $3,025-85.7% | $4,755-90.9% |
| Participant deferral / active EE | $900 | $4,838-81.4% | $4,439-79.7% | $6,713-86.6% |
| Admin fee / account holder | $25,502 | $6,414+297.6% | $5,619+353.9% | $11,407+123.6% |