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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 | $21,503 | $160,070-86.6% | $147,117-85.4% | $145,897-85.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 2.28% | 98.69%-96.4pp | 420.54%-418.3pp | 552.29%-550.0pp |
| Employer contribution / active EE | $2,860 | $5,285-45.9% | $4,932-42.0% | $4,663-38.7% |
| Participant deferral / active EE | $7,323 | $8,419-13.0% | $8,065-9.2% | $6,689+9.5% |
| Admin fee / account holder | $38,855 | $15,035+158.4% | $12,993+199.1% | $13,390+190.2% |