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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 | $21,404 | $124,330-82.8% | $109,173-80.4% | $167,536-87.2% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 0.48% | 26.04%-25.6pp | 25.75%-25.3pp | 478.82%-478.3pp |
| Employer contribution / active EE | $8,174 | $4,209+94.2% | $3,723+119.6% | $4,839+68.9% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $178,731 | $7,974+2141.4% | $6,755+2545.9% | $12,315+1351.4% |