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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 | $25,326 | $80,812-68.7% | $160,784-84.2% | $82,448-69.3% |
| Participation rate | 47.6% | 66.2%-18.6pp | 77.0%-29.3pp | 68.1%-20.4pp |
| Annual return | 8.67% | 100.59%-91.9pp | 1803.92%-1795.3pp | 41.64%-33.0pp |
| Employer contribution / active EE | $1,191 | $2,174-45.2% | $3,733-68.1% | $2,551-53.3% |
| Participant deferral / active EE | $1,817 | $4,335-58.1% | $6,293-71.1% | $4,139-56.1% |
| Admin fee / account holder | $22,772 | $7,695+195.9% | $9,717+134.3% | $7,234+214.8% |