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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 | $14,417 | $73,518-80.4% | $63,003-77.1% | $147,585-90.2% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.8%-20.3pp | 82.8%-28.3pp |
| Annual return | 4.35% | 175.46%-171.1pp | 87.59%-83.2pp | 578.57%-574.2pp |
| Employer contribution / active EE | $1,124 | $3,322-66.2% | $2,760-59.3% | $4,876-77.0% |
| Participant deferral / active EE | $904 | $4,183-78.4% | $3,329-72.9% | $5,439-83.4% |
| Admin fee / account holder | $18,082 | $5,952+203.8% | $3,600+402.3% | $10,885+66.1% |