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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 | $15,662 | $58,275-73.1% | $81,844-80.9% | $80,935-80.6% |
| Participation rate | 38.7% | 63.5%-24.8pp | 72.4%-33.7pp | 67.7%-29.0pp |
| Annual return | 10.67% | 41.82%-31.1pp | 778.87%-768.2pp | 35.66%-25.0pp |
| Employer contribution / active EE | $542 | $2,346-76.9% | $2,916-81.4% | $2,757-80.3% |
| Participant deferral / active EE | $1,203 | $3,285-63.4% | $4,323-72.2% | $4,299-72.0% |
| Admin fee / account holder | $14,972 | $4,749+215.3% | $7,355+103.6% | $6,924+116.2% |