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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 | $26,644 | $52,353-49.1% | $120,225-77.8% | $82,448-67.7% |
| Participation rate | 25.0% | 58.3%-33.3pp | 69.6%-44.6pp | 68.1%-43.1pp |
| Annual return | 4.66% | 61.85%-57.2pp | 439.23%-434.6pp | 41.64%-37.0pp |
| Employer contribution / active EE | $355 | $1,510-76.5% | $3,475-89.8% | $2,551-86.1% |
| Participant deferral / active EE | $794 | $2,627-69.8% | $3,999-80.1% | $4,139-80.8% |
| Admin fee / account holder | $472 | $4,363-89.2% | $5,696-91.7% | $7,234-93.5% |