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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 | $19,514 | $60,305-67.6% | $81,780-76.1% | $74,400-73.8% |
| Participation rate | 38.5% | 62.9%-24.4pp | 72.4%-33.9pp | 67.2%-28.8pp |
| Annual return | 10.59% | 16.89%-6.3pp | 776.27%-765.7pp | 1367.51%-1356.9pp |
| Employer contribution / active EE | $782 | $2,623-70.2% | $2,914-73.2% | $2,624-70.2% |
| Participant deferral / active EE | $1,811 | $3,390-46.6% | $4,321-58.1% | $4,348-58.4% |
| Admin fee / account holder | $7,304 | $1,484+392.1% | $7,384-1.1% | $1,944+275.8% |