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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 | $114,047-74.8% | $96,144-70.2% | $167,497-82.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 7.63% | 189.89%-182.3pp | 191.96%-184.3pp | 478.62%-471.0pp |
| Employer contribution / active EE | $751 | $3,427-78.1% | $2,797-73.1% | $4,838-84.5% |
| Participant deferral / active EE | $2,505 | $5,194-51.8% | $4,349-42.4% | $6,341-60.5% |
| Admin fee / account holder | $12,060 | $6,897+74.9% | $5,537+117.8% | $12,310-2.0% |