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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 | $23,781 | $61,125-61.1% | $94,057-74.7% | $87,485-72.8% |
| Participation rate | 53.1% | 64.1%-11.0pp | 73.3%-20.3pp | 68.9%-15.9pp |
| Annual return | 9.69% | 35.20%-25.5pp | 480.62%-470.9pp | 26.06%-16.4pp |
| Employer contribution / active EE | $451 | $2,136-78.9% | $2,933-84.6% | $2,596-82.6% |
| Participant deferral / active EE | $1,536 | $3,260-52.9% | $4,709-67.4% | $4,274-64.1% |
| Admin fee / account holder | $19,331 | $5,629+243.4% | $7,244+166.8% | $7,775+148.6% |