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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 | $23,818 | $169,356-85.9% | $129,406-81.6% | $145,897-83.7% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 3.30% | 14418.62%-14415.3pp | 9468.18%-9464.9pp | 552.29%-549.0pp |
| Employer contribution / active EE | $1,803 | $5,542-67.5% | $4,155-56.6% | $4,663-61.3% |
| Participant deferral / active EE | $2,994 | $4,987-40.0% | $4,167-28.2% | $6,689-55.2% |
| Admin fee / account holder | $23,253 | $9,915+134.5% | $7,689+202.4% | $13,390+73.7% |