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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 | $28,553 | $49,199-42.0% | $121,204-76.4% | $75,173-62.0% |
| Participation rate | 47.4% | 55.4%-8.1pp | 69.5%-22.2pp | 67.2%-19.8pp |
| Annual return | 1.32% | 56.04%-54.7pp | 987.18%-985.9pp | 160.72%-159.4pp |
| Employer contribution / active EE | $478 | $1,547-69.1% | $4,170-88.5% | $2,671-82.1% |
| Participant deferral / active EE | $2,080 | $2,630-20.9% | $4,083-49.1% | $4,126-49.6% |
| Admin fee / account holder | $16,159 | $3,946+309.5% | $5,651+185.9% | $5,651+186.0% |