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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 | $28,603 | $63,346-54.8% | $92,240-69.0% | $70,126-59.2% |
| Participation rate | 56.3% | 68.7%-12.4pp | 76.5%-20.2pp | 69.5%-13.3pp |
| Annual return | 8.73% | 530.19%-521.5pp | 176.29%-167.6pp | 73.15%-64.4pp |
| Employer contribution / active EE | $5,852 | $2,471+136.8% | $3,680+59.0% | $2,343+149.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $18,774 | $3,841+388.8% | $5,194+261.4% | $4,645+304.1% |