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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 | $55,217 | $52,353+5.5% | $120,225-54.1% | $82,448-33.0% |
| Participation rate | 17.4% | 58.3%-40.9pp | 69.6%-52.2pp | 68.1%-50.7pp |
| Annual return | -1.46% | 61.85%-63.3pp | 439.23%-440.7pp | 41.64%-43.1pp |
| Employer contribution / active EE | $507 | $1,510-66.4% | $3,475-85.4% | $2,551-80.1% |
| Participant deferral / active EE | $1,240 | $2,627-52.8% | $3,999-69.0% | $4,139-70.1% |
| Admin fee / account holder | $54,700 | $4,363+1153.8% | $5,696+860.3% | $7,234+656.1% |