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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 | $23,313 | $88,754-73.7% | $81,820-71.5% | $145,877-84.0% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 7.52% | 1031.77%-1024.2pp | 777.93%-770.4pp | 551.28%-543.8pp |
| Employer contribution / active EE | $759 | $3,085-75.4% | $2,915-74.0% | $4,663-83.7% |
| Participant deferral / active EE | $894 | $4,648-80.8% | $4,323-79.3% | $6,691-86.6% |
| Admin fee / account holder | $19,812 | $8,424+135.2% | $7,391+168.1% | $13,402+47.8% |