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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 | $23,654 | $100,203-76.4% | $85,240-72.3% | $145,897-83.8% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.8pp |
| Annual return | 6.44% | 84.28%-77.8pp | 66.75%-60.3pp | 552.29%-545.9pp |
| Employer contribution / active EE | $1,718 | $3,242-47.0% | $2,735-37.2% | $4,663-63.1% |
| Participant deferral / active EE | $1,989 | $5,299-62.5% | $4,527-56.1% | $6,689-70.3% |
| Admin fee / account holder | $43,096 | $7,265+493.2% | $6,165+599.1% | $13,390+221.8% |