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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 | $16,229 | $60,128-73.0% | $90,440-82.1% | $79,852-79.7% |
| Participation rate | 64.5% | 65.0%-0.5pp | 72.7%-8.2pp | 69.6%-5.1pp |
| Annual return | 7.77% | 71.95%-64.2pp | 1294.38%-1286.6pp | 31.72%-23.9pp |
| Employer contribution / active EE | $1,168 | $2,068-43.5% | $3,263-64.2% | $2,471-52.7% |
| Participant deferral / active EE | $2,165 | $2,939-26.3% | $3,964-45.4% | $3,740-42.1% |
| Admin fee / account holder | $9,309 | $3,977+134.0% | $5,615+65.8% | $5,306+75.4% |