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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 | $21,392 | $60,119-64.4% | $90,430-76.3% | $79,858-73.2% |
| Participation rate | 32.4% | 65.0%-32.6pp | 72.7%-40.3pp | 69.6%-37.3pp |
| Annual return | 8.95% | 71.94%-63.0pp | 1293.73%-1284.8pp | 31.72%-22.8pp |
| Employer contribution / active EE | $1,013 | $2,068-51.0% | $3,262-68.9% | $2,471-59.0% |
| Participant deferral / active EE | $2,114 | $2,938-28.0% | $3,963-46.7% | $3,740-43.5% |
| Admin fee / account holder | $15,521 | $3,976+290.4% | $5,613+176.5% | $5,306+192.5% |