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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% | $97,295-45.1% | $74,478-28.3% |
| Participation rate | 30.8% | 63.7%-32.9pp | 72.7%-41.9pp | 67.2%-36.5pp |
| Annual return | 8.60% | 16.04%-7.4pp | 75.62%-67.0pp | 1370.56%-1362.0pp |
| Employer contribution / active EE | $800 | $1,894-57.8% | $2,723-70.6% | $2,626-69.6% |
| Participant deferral / active EE | $1,381 | $3,671-62.4% | $4,264-67.6% | $4,350-68.3% |
| Admin fee / account holder | $25,894 | $1,974+1211.7% | $5,646+358.6% | $1,946+1230.8% |