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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 | $24,087 | $60,128-59.9% | $90,440-73.4% | $79,852-69.8% |
| Participation rate | 23.1% | 65.0%-41.9pp | 72.7%-49.6pp | 69.6%-46.6pp |
| Annual return | 9.64% | 71.95%-62.3pp | 1294.38%-1284.7pp | 31.72%-22.1pp |
| Employer contribution / active EE | $459 | $2,068-77.8% | $3,263-85.9% | $2,471-81.4% |
| Participant deferral / active EE | $820 | $2,939-72.1% | $3,964-79.3% | $3,740-78.1% |
| Admin fee / account holder | $17,967 | $3,977+351.7% | $5,615+220.0% | $5,306+238.6% |