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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 | $23,786 | $100,203-76.3% | $85,240-72.1% | $145,897-83.7% |
| Participation rate | 18.8% | 74.1%-55.4pp | 67.5%-48.8pp | 80.3%-61.6pp |
| Annual return | 2.69% | 84.28%-81.6pp | 66.75%-64.1pp | 552.29%-549.6pp |
| Employer contribution / active EE | $658 | $3,242-79.7% | $2,735-75.9% | $4,663-85.9% |
| Participant deferral / active EE | $2,018 | $5,299-61.9% | $4,527-55.4% | $6,689-69.8% |
| Admin fee / account holder | $24,532 | $7,265+237.7% | $6,165+297.9% | $13,390+83.2% |