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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 | $12,852 | $96,678-86.7% | $86,640-85.2% | $139,466-90.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 10.12% | 106.69%-96.6pp | 592.52%-582.4pp | 373.66%-363.5pp |
| Employer contribution / active EE | $1,049 | $3,265-67.9% | $3,024-65.3% | $4,754-77.9% |
| Participant deferral / active EE | $3,460 | $4,837-28.5% | $4,438-22.0% | $6,712-48.4% |
| Admin fee / account holder | $14,762 | $6,410+130.3% | $5,616+162.9% | $11,409+29.4% |