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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 | $23,824 | $53,127-55.2% | $86,597-72.5% | $70,131-66.0% |
| Participation rate | 25.0% | 65.3%-40.3pp | 73.5%-48.5pp | 69.5%-44.5pp |
| Annual return | 8.89% | 27.66%-18.8pp | 964.96%-956.1pp | 73.14%-64.2pp |
| Employer contribution / active EE | $233 | $2,068-88.7% | $2,840-91.8% | $2,342-90.0% |
| Participant deferral / active EE | $1,230 | $2,696-54.4% | $3,609-65.9% | $3,332-63.1% |
| Admin fee / account holder | $25,133 | $3,585+601.0% | $4,906+412.3% | $4,645+441.0% |