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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 | $102,595-80.9% | $94,057-79.2% | $154,746-87.4% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 8.23% | 583.42%-575.2pp | 480.62%-472.4pp | 172.34%-164.1pp |
| Employer contribution / active EE | $1,876 | $3,147-40.4% | $2,933-36.0% | $4,379-57.2% |
| Participant deferral / active EE | $1,876 | $5,118-63.3% | $4,709-60.2% | $6,730-72.1% |
| Admin fee / account holder | $28,474 | $7,736+268.1% | $7,244+293.0% | $14,365+98.2% |