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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 | $35,617 | $56,200-36.6% | $67,653-47.4% | $59,633-40.3% |
| Participation rate | 32.4% | 71.5%-39.1pp | 75.7%-43.3pp | 68.7%-36.3pp |
| Annual return | -5.12% | 18506.71%-18511.8pp | 6625.22%-6630.3pp | 2041.40%-2046.5pp |
| Employer contribution / active EE | $617 | $1,615-61.8% | $2,266-72.8% | $2,203-72.0% |
| Participant deferral / active EE | $2,272 | $2,843-20.1% | $3,560-36.2% | $3,192-28.8% |
| Admin fee / account holder | $15,512 | $3,959+291.8% | $4,821+221.8% | $4,297+261.0% |