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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 | $23,931 | $60,305-60.3% | $81,780-70.7% | $74,400-67.8% |
| Participation rate | 23.9% | 62.9%-39.0pp | 72.4%-48.5pp | 67.2%-43.3pp |
| Annual return | 11.07% | 16.89%-5.8pp | 776.27%-765.2pp | 1367.51%-1356.4pp |
| Employer contribution / active EE | $911 | $2,623-65.3% | $2,914-68.7% | $2,624-65.3% |
| Participant deferral / active EE | $1,947 | $3,390-42.6% | $4,321-54.9% | $4,348-55.2% |
| Admin fee / account holder | $4,751 | $1,484+220.1% | $7,384-35.7% | $1,944+144.4% |