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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 | $23,777 | $109,863-78.4% | $98,477-75.9% | $167,518-85.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 8.75% | 1958.09%-1949.3pp | 1493.59%-1484.8pp | 478.71%-470.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,376 | $4,673-70.6% | $4,276-67.8% | $6,342-78.3% |
| Admin fee / account holder | $17,121 | $6,755+153.5% | $5,951+187.7% | $12,312+39.1% |