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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 | $55,437-52.9% | $155,534-83.2% | $74,459-65.0% |
| Participation rate | 19.2% | 61.9%-42.7pp | 78.2%-59.0pp | 67.2%-48.0pp |
| Annual return | 9.03% | 269.58%-260.6pp | 64.92%-55.9pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $527 | $2,266-76.7% | $4,675-88.7% | $2,626-79.9% |
| Participant deferral / active EE | $1,252 | $2,837-55.9% | $5,630-77.8% | $4,350-71.2% |
| Admin fee / account holder | $23,200 | $1,742+1231.5% | $15,900+45.9% | $1,945+1093.0% |