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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 | $10,632 | $57,330-81.5% | $86,656-87.7% | $75,177-85.9% |
| Participation rate | 59.0% | 63.2%-4.2pp | 71.7%-12.7pp | 67.2%-8.2pp |
| Annual return | 12.81% | 2675.40%-2662.6pp | 593.09%-580.3pp | 160.75%-147.9pp |
| Employer contribution / active EE | $613 | $2,316-73.5% | $3,025-79.7% | $2,671-77.1% |
| Participant deferral / active EE | $1,574 | $3,320-52.6% | $4,439-64.5% | $4,126-61.9% |
| Admin fee / account holder | $8,048 | $4,115+95.6% | $5,619+43.2% | $5,651+42.4% |