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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 | $19,726 | $180,749-89.1% | $160,784-87.7% | $137,256-85.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 6.98% | 2234.46%-2227.5pp | 1803.92%-1796.9pp | 220.34%-213.4pp |
| Employer contribution / active EE | $2,753 | $4,155-33.7% | $3,733-26.2% | $4,156-33.8% |
| Participant deferral / active EE | $10,141 | $6,844+48.2% | $6,293+61.2% | $6,407+58.3% |
| Admin fee / account holder | $29,677 | $10,397+185.4% | $9,717+205.4% | $12,270+141.9% |