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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 | $18,777 | $96,691-80.6% | $86,656-78.3% | $139,487-86.5% |
| Participation rate | 42.9% | 74.4%-31.6pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 6.66% | 106.87%-100.2pp | 593.09%-586.4pp | 373.84%-367.2pp |
| Employer contribution / active EE | $771 | $3,267-76.4% | $3,025-74.5% | $4,755-83.8% |
| Participant deferral / active EE | $847 | $4,838-82.5% | $4,439-80.9% | $6,713-87.4% |
| Admin fee / account holder | $46,620 | $6,414+626.8% | $5,619+729.7% | $11,407+308.7% |