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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 | $64,266 | $65,904-2.5% | $160,784-60.0% | $79,634-19.3% |
| Participation rate | 24.9% | 56.2%-31.4pp | 77.0%-52.1pp | 62.5%-37.6pp |
| Annual return | 13.99% | 20.16%-6.2pp | 1803.92%-1789.9pp | 36.46%-22.5pp |
| Employer contribution / active EE | $426 | $1,805-76.4% | $3,733-88.6% | $2,529-83.2% |
| Participant deferral / active EE | $1,141 | $3,692-69.1% | $6,293-81.9% | $3,835-70.2% |
| Admin fee / account holder | $12,563 | $965+1201.5% | $9,717+29.3% | $1,002+1153.9% |