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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 | $63,075 | $103,008-38.8% | $90,304-30.2% | $152,897-58.7% |
| Participation rate | 7.1% | 75.9%-68.7pp | 73.3%-66.1pp | 82.5%-75.3pp |
| Annual return | 9.33% | 95.22%-85.9pp | 78.13%-68.8pp | 345.43%-336.1pp |
| Employer contribution / active EE | $567 | $3,139-81.9% | $2,855-80.1% | $4,764-88.1% |
| Participant deferral / active EE | $1,090 | $4,281-74.5% | $3,885-72.0% | $5,851-81.4% |
| Admin fee / account holder | $119,759 | $6,175+1839.5% | $5,354+2136.9% | $11,599+932.5% |