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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 | $23,347 | $96,678-75.9% | $86,640-73.1% | $139,466-83.3% |
| Participation rate | 10.0% | 74.4%-64.4pp | 71.7%-61.7pp | 80.3%-70.3pp |
| Annual return | 8.98% | 106.69%-97.7pp | 592.52%-583.5pp | 373.66%-364.7pp |
| Employer contribution / active EE | $1,030 | $3,265-68.5% | $3,024-66.0% | $4,754-78.3% |
| Participant deferral / active EE | $1,587 | $4,837-67.2% | $4,438-64.2% | $6,712-76.4% |
| Admin fee / account holder | $12,575 | $6,410+96.2% | $5,616+123.9% | $11,409+10.2% |