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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 | $53,411 | $59,006-9.5% | $97,197-45.0% | $74,429-28.2% |
| Participation rate | 30.8% | 63.7%-32.9pp | 72.7%-41.9pp | 67.2%-36.4pp |
| Annual return | 8.60% | 16.04%-7.4pp | 75.47%-66.9pp | 1368.38%-1359.8pp |
| Employer contribution / active EE | $800 | $1,894-57.8% | $2,723-70.6% | $2,625-69.5% |
| Participant deferral / active EE | $1,381 | $3,671-62.4% | $4,263-67.6% | $4,348-68.2% |
| Admin fee / account holder | $25,894 | $1,974+1211.7% | $5,637+359.3% | $1,944+1231.8% |