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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 | $25,199 | $67,823-62.8% | $52,425-51.9% | $137,256-81.6% |
| Participation rate | 21.4% | 63.9%-42.5pp | 55.6%-34.2pp | 80.0%-58.5pp |
| Annual return | 5.37% | 219.11%-213.7pp | 302.12%-296.8pp | 220.34%-215.0pp |
| Employer contribution / active EE | $504 | $1,163-56.7% | $914-44.9% | $4,156-87.9% |
| Participant deferral / active EE | $852 | $2,288-62.8% | $1,790-52.4% | $6,407-86.7% |
| Admin fee / account holder | $17,099 | $2,844+501.2% | $2,495+585.4% | $12,270+39.4% |