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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 | $16,983 | $149,040-88.6% | $120,225-85.9% | $137,256-87.6% |
| Participation rate | 20.0% | 75.4%-55.4pp | 69.6%-49.6pp | 80.0%-60.0pp |
| Annual return | 6.61% | 605.68%-599.1pp | 439.23%-432.6pp | 220.34%-213.7pp |
| Employer contribution / active EE | $789 | $4,350-81.9% | $3,475-77.3% | $4,156-81.0% |
| Participant deferral / active EE | $1,794 | $4,655-61.5% | $3,999-55.1% | $6,407-72.0% |
| Admin fee / account holder | $28,088 | $6,348+342.5% | $5,696+393.1% | $12,270+128.9% |