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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 | $57,312-63.4% | $86,617-75.8% | $75,181-72.1% |
| Participation rate | 55.6% | 63.2%-7.6pp | 71.7%-16.1pp | 67.2%-11.6pp |
| Annual return | 11.70% | 2672.78%-2661.1pp | 591.91%-580.2pp | 160.69%-149.0pp |
| Employer contribution / active EE | $543 | $2,315-76.5% | $3,023-82.0% | $2,671-79.7% |
| Participant deferral / active EE | $1,287 | $3,319-61.2% | $4,437-71.0% | $4,126-68.8% |
| Admin fee / account holder | $12,829 | $4,114+211.8% | $5,613+128.6% | $5,650+127.1% |