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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 | $10,024 | $96,691-89.6% | $86,656-88.4% | $139,487-92.8% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 0.13% | 106.87%-106.7pp | 593.09%-593.0pp | 373.84%-373.7pp |
| Employer contribution / active EE | $2,000 | $3,267-38.8% | $3,025-33.9% | $4,755-57.9% |
| Participant deferral / active EE | $3,500 | $4,838-27.7% | $4,439-21.2% | $6,713-47.9% |
| Admin fee / account holder | $58,220 | $6,414+807.7% | $5,619+936.2% | $11,407+410.4% |