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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 | $20,959 | $55,470-62.2% | $155,556-86.5% | $74,478-71.9% |
| Participation rate | 29.1% | 61.9%-32.8pp | 78.2%-49.1pp | 67.2%-38.1pp |
| Annual return | 10.33% | 269.80%-259.5pp | 64.84%-54.5pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $638 | $2,267-71.9% | $4,675-86.4% | $2,626-75.7% |
| Participant deferral / active EE | $861 | $2,838-69.7% | $5,631-84.7% | $4,350-80.2% |
| Admin fee / account holder | $3,716 | $1,744+113.1% | $15,885-76.6% | $1,946+91.0% |