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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 | $31,174 | $49,199-36.6% | $121,210-74.3% | $75,177-58.5% |
| Participation rate | 21.4% | 55.4%-34.0pp | 69.5%-48.1pp | 67.2%-45.8pp |
| Annual return | 10.75% | 56.04%-45.3pp | 987.41%-976.7pp | 160.75%-150.0pp |
| Employer contribution / active EE | $385 | $1,547-75.2% | $4,171-90.8% | $2,671-85.6% |
| Participant deferral / active EE | $1,050 | $2,630-60.1% | $4,084-74.3% | $4,126-74.6% |
| Admin fee / account holder | $11,212 | $3,946+184.1% | $5,647+98.5% | $5,651+98.4% |