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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 | $15,727 | $55,423-71.6% | $155,602-89.9% | $74,400-78.9% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.6pp | 67.2%-27.6pp |
| Annual return | 11.01% | 269.07%-258.1pp | 64.81%-53.8pp | 1367.51%-1356.5pp |
| Employer contribution / active EE | $854 | $2,266-62.3% | $4,675-81.7% | $2,624-67.5% |
| Participant deferral / active EE | $1,312 | $2,835-53.7% | $5,629-76.7% | $4,348-69.8% |
| Admin fee / account holder | $590 | $1,744-66.2% | $15,923-96.3% | $1,944-69.6% |