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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 | $24,124 | $57,330-57.9% | $86,656-72.2% | $75,177-67.9% |
| Participation rate | 22.8% | 63.2%-40.4pp | 71.7%-48.9pp | 67.2%-44.4pp |
| Annual return | 13.09% | 2675.40%-2662.3pp | 593.09%-580.0pp | 160.75%-147.7pp |
| Employer contribution / active EE | $530 | $2,316-77.1% | $3,025-82.5% | $2,671-80.2% |
| Participant deferral / active EE | $1,143 | $3,320-65.6% | $4,439-74.2% | $4,126-72.3% |
| Admin fee / account holder | $1,237 | $4,115-69.9% | $5,619-78.0% | $5,651-78.1% |