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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 | $24,521 | $45,123-45.7% | $85,240-71.2% | $74,478-67.1% |
| Participation rate | 15.8% | 49.4%-33.6pp | 67.5%-51.7pp | 67.2%-51.4pp |
| Annual return | 10.59% | 26.32%-15.7pp | 66.75%-56.2pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $289 | $1,459-80.2% | $2,735-89.5% | $2,626-89.0% |
| Participant deferral / active EE | $652 | $2,736-76.2% | $4,527-85.6% | $4,350-85.0% |
| Admin fee / account holder | $2,973 | $2,215+34.2% | $6,165-51.8% | $1,946+52.8% |