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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 | $20,976 | $57,305-63.4% | $86,640-75.8% | $75,173-72.1% |
| Participation rate | 55.6% | 63.2%-7.7pp | 71.7%-16.2pp | 67.2%-11.6pp |
| Annual return | 11.70% | 2674.24%-2662.5pp | 592.52%-580.8pp | 160.72%-149.0pp |
| Employer contribution / active EE | $543 | $2,316-76.6% | $3,024-82.0% | $2,671-79.7% |
| Participant deferral / active EE | $1,287 | $3,320-61.2% | $4,438-71.0% | $4,126-68.8% |
| Admin fee / account holder | $12,829 | $4,116+211.7% | $5,616+128.5% | $5,651+127.0% |