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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 | $24,133 | $49,199-50.9% | $121,204-80.1% | $75,173-67.9% |
| Participation rate | 50.6% | 55.4%-4.9pp | 69.5%-19.0pp | 67.2%-16.6pp |
| Annual return | 9.84% | 56.04%-46.2pp | 987.18%-977.3pp | 160.72%-150.9pp |
| Employer contribution / active EE | $404 | $1,547-73.9% | $4,170-90.3% | $2,671-84.9% |
| Participant deferral / active EE | $1,325 | $2,630-49.6% | $4,083-67.5% | $4,126-67.9% |
| Admin fee / account holder | $2,265 | $3,946-42.6% | $5,651-59.9% | $5,651-59.9% |