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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 | $20,634 | $57,305-64.0% | $86,640-76.2% | $75,173-72.6% |
| Participation rate | 25.9% | 63.2%-37.3pp | 71.7%-45.8pp | 67.2%-41.3pp |
| Annual return | 9.93% | 2674.24%-2664.3pp | 592.52%-582.6pp | 160.72%-150.8pp |
| Employer contribution / active EE | $492 | $2,316-78.8% | $3,024-83.7% | $2,671-81.6% |
| Participant deferral / active EE | $1,117 | $3,320-66.3% | $4,438-74.8% | $4,126-72.9% |
| Admin fee / account holder | $29,908 | $4,116+626.6% | $5,616+432.6% | $5,651+429.3% |