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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 | $23,703 | $65,555-63.8% | $86,216-72.5% | $75,173-68.5% |
| Participation rate | 56.8% | 60.5%-3.7pp | 69.0%-12.2pp | 67.2%-10.4pp |
| Annual return | 10.21% | 46.07%-35.9pp | 1169.42%-1159.2pp | 160.72%-150.5pp |
| Employer contribution / active EE | $1,000 | $1,553-35.6% | $2,382-58.0% | $2,671-62.5% |
| Participant deferral / active EE | $1,933 | $3,023-36.1% | $3,986-51.5% | $4,126-53.2% |
| Admin fee / account holder | $16,193 | $5,469+196.1% | $6,853+136.3% | $5,651+186.6% |