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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 | $23,242 | $49,164-52.7% | $121,169-80.8% | $75,181-69.1% |
| Participation rate | 26.7% | 55.4%-28.8pp | 69.5%-42.9pp | 67.2%-40.5pp |
| Annual return | 10.42% | 56.03%-45.6pp | 986.71%-976.3pp | 160.69%-150.3pp |
| Employer contribution / active EE | $430 | $1,546-72.2% | $4,168-89.7% | $2,671-83.9% |
| Participant deferral / active EE | $2,500 | $2,628-4.9% | $4,083-38.8% | $4,126-39.4% |
| Admin fee / account holder | $27,574 | $3,942+599.4% | $5,645+388.4% | $5,650+388.0% |