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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 | $21,002 | $160,040-86.9% | $147,096-85.7% | $145,877-85.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 1.74% | 98.49%-96.8pp | 419.75%-418.0pp | 551.28%-549.5pp |
| Employer contribution / active EE | $2,057 | $5,289-61.1% | $4,936-58.3% | $4,663-55.9% |
| Participant deferral / active EE | $3,470 | $8,429-58.8% | $8,071-57.0% | $6,691-48.1% |
| Admin fee / account holder | $86,546 | $15,050+475.1% | $13,005+565.5% | $13,402+545.8% |