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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 | $23,976 | $63,346-62.2% | $92,240-74.0% | $70,126-65.8% |
| Participation rate | 51.2% | 68.7%-17.5pp | 76.5%-25.3pp | 69.5%-18.3pp |
| Annual return | 11.22% | 530.19%-519.0pp | 176.29%-165.1pp | 73.15%-61.9pp |
| Employer contribution / active EE | $1,115 | $2,471-54.9% | $3,680-69.7% | $2,343-52.4% |
| Participant deferral / active EE | $1,362 | $2,854-52.3% | $3,897-65.1% | $3,332-59.1% |
| Admin fee / account holder | $11,636 | $3,841+203.0% | $5,194+124.0% | $4,645+150.5% |