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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 | $25,777 | $102,595-74.9% | $94,057-72.6% | $154,746-83.3% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 8.09% | 583.42%-575.3pp | 480.62%-472.5pp | 172.34%-164.3pp |
| Employer contribution / active EE | $567 | $3,147-82.0% | $2,933-80.7% | $4,379-87.1% |
| Participant deferral / active EE | $1,315 | $5,118-74.3% | $4,709-72.1% | $6,730-80.5% |
| Admin fee / account holder | $13,701 | $7,736+77.1% | $7,244+89.1% | $14,365-4.6% |