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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 | $28,688 | $114,130-74.9% | $96,192-70.2% | $167,553-82.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 7.63% | 190.07%-182.4pp | 192.09%-184.5pp | 478.89%-471.3pp |
| Employer contribution / active EE | $751 | $3,431-78.1% | $2,799-73.2% | $4,840-84.5% |
| Participant deferral / active EE | $2,505 | $5,198-51.8% | $4,351-42.4% | $6,343-60.5% |
| Admin fee / account holder | $12,060 | $6,901+74.8% | $5,539+117.7% | $12,316-2.1% |