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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 | $20,767 | $107,368-80.7% | $92,915-77.6% | $152,909-86.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 8.52% | 145.64%-137.1pp | 109.45%-100.9pp | 345.46%-336.9pp |
| Employer contribution / active EE | $1,515 | $4,222-64.1% | $3,653-58.5% | $4,764-68.2% |
| Participant deferral / active EE | $7,000 | $4,848+44.4% | $4,238+65.2% | $5,851+19.6% |
| Admin fee / account holder | $301,508 | $7,082+4157.3% | $5,796+5102.3% | $11,601+2499.0% |