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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 | $23,466 | $70,121-66.5% | $63,803-63.2% | $138,895-83.1% |
| Participation rate | 40.0% | 77.2%-37.2pp | 72.7%-32.7pp | 79.9%-39.9pp |
| Annual return | 10.18% | 946.48%-936.3pp | 543.72%-533.5pp | 145.39%-135.2pp |
| Employer contribution / active EE | $391 | $2,882-86.4% | $2,532-84.5% | $4,194-90.7% |
| Participant deferral / active EE | $1,412 | $4,535-68.9% | $3,843-63.3% | $6,396-77.9% |
| Admin fee / account holder | $10,946 | $6,738+62.5% | $5,196+110.6% | $12,562-12.9% |