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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 | $15,726 | $105,145-85.0% | $94,664-83.4% | $139,466-88.7% |
| Participation rate | 33.3% | 82.4%-49.0pp | 80.8%-47.5pp | 80.3%-47.0pp |
| Annual return | 7.90% | 38.09%-30.2pp | 156.84%-148.9pp | 373.66%-365.8pp |
| Employer contribution / active EE | $2,795 | $4,107-32.0% | $3,673-23.9% | $4,754-41.2% |
| Participant deferral / active EE | $6,460 | $7,599-15.0% | $7,417-12.9% | $6,712-3.7% |
| Admin fee / account holder | $65,248 | $8,972+627.2% | $7,222+803.5% | $11,409+471.9% |