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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 | $53,063+4.1% | $124,206-55.5% | $82,637-33.2% |
| Participation rate | 17.4% | 58.4%-41.0pp | 69.6%-52.2pp | 68.1%-50.7pp |
| Annual return | -1.46% | 68.87%-70.3pp | 515.27%-516.7pp | 53.51%-55.0pp |
| Employer contribution / active EE | $507 | $1,530-66.8% | $3,540-85.7% | $2,552-80.1% |
| Participant deferral / active EE | $1,240 | $2,644-53.1% | $3,968-68.8% | $4,126-70.0% |
| Admin fee / account holder | $54,700 | $4,281+1177.8% | $5,929+822.7% | $7,339+645.4% |