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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 | $43,627 | $49,896-12.6% | $80,627-45.9% | $75,173-42.0% |
| Participation rate | 16.4% | 55.3%-39.0pp | 67.0%-50.6pp | 67.2%-50.8pp |
| Annual return | 10.74% | 34.67%-23.9pp | 936.76%-926.0pp | 160.72%-150.0pp |
| Employer contribution / active EE | $394 | $1,699-76.8% | $2,723-85.5% | $2,671-85.3% |
| Participant deferral / active EE | $792 | $2,992-73.5% | $4,443-82.2% | $4,126-80.8% |
| Admin fee / account holder | $16,293 | $3,578+355.4% | $5,381+202.8% | $5,651+188.3% |