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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 | $25,677 | $49,891-48.5% | $80,607-68.1% | $75,181-65.8% |
| Participation rate | 51.1% | 55.3%-4.2pp | 67.0%-15.9pp | 67.2%-16.1pp |
| Annual return | 12.81% | 34.67%-21.9pp | 936.11%-923.3pp | 160.69%-147.9pp |
| Employer contribution / active EE | $776 | $1,698-54.3% | $2,724-71.5% | $2,671-70.9% |
| Participant deferral / active EE | $1,565 | $2,991-47.7% | $4,448-64.8% | $4,126-62.1% |
| Admin fee / account holder | $15,416 | $3,578+330.9% | $5,379+186.6% | $5,650+172.8% |