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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 | $28,195 | $49,896-43.5% | $80,627-65.0% | $75,173-62.5% |
| Participation rate | 13.0% | 55.3%-42.3pp | 67.0%-54.0pp | 67.2%-54.2pp |
| Annual return | 12.00% | 34.67%-22.7pp | 936.76%-924.8pp | 160.72%-148.7pp |
| Employer contribution / active EE | $335 | $1,699-80.3% | $2,723-87.7% | $2,671-87.5% |
| Participant deferral / active EE | $1,007 | $2,992-66.3% | $4,443-77.3% | $4,126-75.6% |
| Admin fee / account holder | $16,335 | $3,578+356.6% | $5,381+203.6% | $5,651+189.1% |