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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 | $28,760 | $59,448-51.6% | $93,696-69.3% | $74,459-61.4% |
| Participation rate | 13.2% | 59.6%-46.5pp | 68.7%-55.6pp | 67.2%-54.1pp |
| Annual return | 7.89% | 82.11%-74.2pp | 133.74%-125.8pp | 1369.70%-1361.8pp |
| Employer contribution / active EE | $454 | $1,266-64.1% | $2,422-81.2% | $2,626-82.7% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $15,281 | $3,027+404.8% | $8,287+84.4% | $1,945+685.8% |