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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 | $25,174 | $76,519-67.1% | $56,025-55.1% | $145,897-82.7% |
| Participation rate | 21.7% | 63.2%-41.5pp | 52.5%-30.8pp | 80.3%-58.6pp |
| Annual return | 1.91% | 3017.03%-3015.1pp | 1712.69%-1710.8pp | 552.29%-550.4pp |
| Employer contribution / active EE | $245 | $1,383-82.3% | $1,042-76.4% | $4,663-94.7% |
| Participant deferral / active EE | $1,248 | $2,624-52.5% | $1,955-36.2% | $6,689-81.3% |
| Admin fee / account holder | $21,801 | $3,331+554.5% | $2,828+670.8% | $13,390+62.8% |