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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 | $58,234-57.2% | $81,783-69.5% | $80,874-69.2% |
| Participation rate | 17.9% | 63.4%-45.5pp | 72.4%-54.4pp | 67.6%-49.7pp |
| Annual return | 6.74% | 41.70%-35.0pp | 775.05%-768.3pp | 35.62%-28.9pp |
| Employer contribution / active EE | $499 | $2,341-78.7% | $2,913-82.9% | $2,756-81.9% |
| Participant deferral / active EE | $841 | $3,283-74.4% | $4,320-80.5% | $4,297-80.4% |
| Admin fee / account holder | $25,127 | $4,982+404.4% | $7,380+240.5% | $6,935+262.3% |