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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 | $38,424 | $70,121-45.2% | $63,803-39.8% | $138,895-72.3% |
| Participation rate | 56.5% | 77.2%-20.7pp | 72.7%-16.2pp | 79.9%-23.4pp |
| Annual return | 9.20% | 946.48%-937.3pp | 543.72%-534.5pp | 145.39%-136.2pp |
| Employer contribution / active EE | $881 | $2,882-69.4% | $2,532-65.2% | $4,194-79.0% |
| Participant deferral / active EE | $2,930 | $4,535-35.4% | $3,843-23.8% | $6,396-54.2% |
| Admin fee / account holder | $111,885 | $6,738+1560.6% | $5,196+2053.1% | $12,562+790.6% |