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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 | $24,936 | $58,311-57.2% | $81,882-69.5% | $80,959-69.2% |
| Participation rate | 17.9% | 63.5%-45.5pp | 72.4%-54.4pp | 67.7%-49.7pp |
| Annual return | 6.74% | 41.85%-35.1pp | 779.47%-772.7pp | 35.67%-28.9pp |
| Employer contribution / active EE | $499 | $2,347-78.7% | $2,916-82.9% | $2,757-81.9% |
| Participant deferral / active EE | $841 | $3,287-74.4% | $4,323-80.5% | $4,300-80.4% |
| Admin fee / account holder | $25,127 | $4,752+428.8% | $7,360+241.4% | $6,925+262.8% |