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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 | $25,587 | $65,423-60.9% | $98,477-74.0% | $85,856-70.2% |
| Participation rate | 22.6% | 65.0%-42.4pp | 73.3%-50.8pp | 69.3%-46.7pp |
| Annual return | 5.92% | 21.76%-15.8pp | 1493.59%-1487.7pp | 318.58%-312.7pp |
| Employer contribution / active EE | $281 | $2,168-87.0% | $2,961-90.5% | $2,565-89.0% |
| Participant deferral / active EE | $901 | $3,167-71.5% | $4,276-78.9% | $3,952-77.2% |
| Admin fee / account holder | $29,909 | $4,594+551.1% | $5,951+402.6% | $6,261+377.7% |