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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 | $21,725 | $60,128-63.9% | $90,440-76.0% | $79,852-72.8% |
| Participation rate | 43.3% | 65.0%-21.7pp | 72.7%-29.4pp | 69.6%-26.3pp |
| Annual return | 7.50% | 71.95%-64.4pp | 1294.38%-1286.9pp | 31.72%-24.2pp |
| Employer contribution / active EE | $1,545 | $2,068-25.3% | $3,263-52.6% | $2,471-37.5% |
| Participant deferral / active EE | $1,724 | $2,939-41.3% | $3,964-56.5% | $3,740-53.9% |
| Admin fee / account holder | $17,412 | $3,977+337.8% | $5,615+210.1% | $5,306+228.1% |