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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 | $25,176 | $43,730-42.4% | $66,674-62.2% | $64,097-60.7% |
| Participation rate | 37.5% | 50.7%-13.2pp | 73.7%-36.2pp | 55.2%-17.7pp |
| Annual return | 10.81% | 53.62%-42.8pp | 321.24%-310.4pp | 34.64%-23.8pp |
| Employer contribution / active EE | $400 | $1,673-76.1% | $2,620-84.7% | $1,891-78.9% |
| Participant deferral / active EE | $565 | $2,122-73.4% | $4,084-86.2% | $3,080-81.6% |
| Admin fee / account holder | $8,557 | $2,708+216.1% | $5,098+67.9% | $3,454+147.7% |