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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 | $23,566 | $58,275-59.6% | $81,844-71.2% | $80,935-70.9% |
| Participation rate | 40.0% | 63.5%-23.5pp | 72.4%-32.4pp | 67.7%-27.7pp |
| Annual return | 8.73% | 41.82%-33.1pp | 778.87%-770.1pp | 35.66%-26.9pp |
| Employer contribution / active EE | $565 | $2,346-75.9% | $2,916-80.6% | $2,757-79.5% |
| Participant deferral / active EE | $1,903 | $3,285-42.1% | $4,323-56.0% | $4,299-55.7% |
| Admin fee / account holder | $12,840 | $4,749+170.4% | $7,355+74.6% | $6,924+85.4% |