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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 | $19,559 | $72,071-72.9% | $68,368-71.4% | $137,256-85.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 8.23% | 353.14%-344.9pp | 292.57%-284.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,876 | $2,788-32.7% | $2,649-29.2% | $4,156-54.9% |
| Participant deferral / active EE | $1,876 | $4,410-57.5% | $4,123-54.5% | $6,407-70.7% |
| Admin fee / account holder | $28,474 | $5,336+433.7% | $5,150+452.9% | $12,270+132.1% |