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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 | $15,702 | $111,878-86.0% | $93,727-83.2% | $145,897-89.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 6.11% | 204.28%-198.2pp | 133.83%-127.7pp | 552.29%-546.2pp |
| Employer contribution / active EE | $1,782 | $3,092-42.4% | $2,421-26.4% | $4,663-61.8% |
| Participant deferral / active EE | $1,782 | $4,920-63.8% | $4,417-59.7% | $6,689-73.4% |
| Admin fee / account holder | $37,773 | $10,256+268.3% | $8,292+355.6% | $13,390+182.1% |