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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 | $26,096 | $55,446-52.9% | $155,574-83.2% | $74,429-64.9% |
| Participation rate | 19.2% | 61.9%-42.7pp | 78.2%-59.0pp | 67.2%-48.0pp |
| Annual return | 9.03% | 269.20%-260.2pp | 64.87%-55.8pp | 1368.38%-1359.4pp |
| Employer contribution / active EE | $527 | $2,266-76.7% | $4,676-88.7% | $2,625-79.9% |
| Participant deferral / active EE | $1,252 | $2,836-55.8% | $5,629-77.8% | $4,348-71.2% |
| Admin fee / account holder | $23,200 | $1,743+1231.1% | $15,914+45.8% | $1,944+1093.2% |