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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 | $26,015 | $60,119-56.7% | $90,430-71.2% | $79,858-67.4% |
| Participation rate | 64.3% | 65.0%-0.7pp | 72.7%-8.4pp | 69.6%-5.3pp |
| Annual return | 5.58% | 71.94%-66.4pp | 1293.73%-1288.2pp | 31.72%-26.1pp |
| Employer contribution / active EE | $1,203 | $2,068-41.8% | $3,262-63.1% | $2,471-51.3% |
| Participant deferral / active EE | $1,541 | $2,938-47.5% | $3,963-61.1% | $3,740-58.8% |
| Admin fee / account holder | $14,088 | $3,976+254.3% | $5,613+151.0% | $5,306+165.5% |