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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 | $27,421 | $160,028-82.9% | $147,080-81.4% | $145,884-81.2% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 0.99% | 98.60%-97.6pp | 420.17%-419.2pp | 551.85%-550.9pp |
| Employer contribution / active EE | $1,253 | $5,286-76.3% | $4,933-74.6% | $4,662-73.1% |
| Participant deferral / active EE | $3,886 | $8,422-53.9% | $8,066-51.8% | $6,690-41.9% |
| Admin fee / account holder | $143,363 | $15,030+853.8% | $12,989+1003.7% | $13,392+970.5% |