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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 | $17,949 | $210,698-91.5% | $178,014-89.9% | $145,959-87.7% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 0.87% | 386.27%-385.4pp | 294.80%-293.9pp | 561.95%-561.1pp |
| Employer contribution / active EE | $1,827 | $4,567-60.0% | $3,950-53.7% | $4,661-60.8% |
| Participant deferral / active EE | $2,708 | $6,958-61.1% | $6,276-56.9% | $6,689-59.5% |
| Admin fee / account holder | $209,225 | $12,016+1641.2% | $10,362+1919.2% | $13,398+1461.6% |