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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 | $115,529 | $58,311+98.1% | $81,882+41.1% | $80,959+42.7% |
| Participation rate | 20.0% | 63.5%-43.5pp | 72.4%-52.4pp | 67.7%-47.7pp |
| Annual return | 9.42% | 41.85%-32.4pp | 779.47%-770.1pp | 35.67%-26.2pp |
| Employer contribution / active EE | $380 | $2,347-83.8% | $2,916-87.0% | $2,757-86.2% |
| Participant deferral / active EE | $799 | $3,287-75.7% | $4,323-81.5% | $4,300-81.4% |
| Admin fee / account holder | $34,600 | $4,752+628.1% | $7,360+370.1% | $6,925+399.6% |