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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 | $17,259 | $100,938-82.9% | $90,461-80.9% | $158,982-89.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 0.31% | 1727.20%-1726.9pp | 1294.76%-1294.5pp | 302.99%-302.7pp |
| Employer contribution / active EE | $258 | $3,691-93.0% | $3,264-92.1% | $4,763-94.6% |
| Participant deferral / active EE | $1,740 | $4,350-60.0% | $3,964-56.1% | $5,983-70.9% |
| Admin fee / account holder | $13,399 | $6,510+105.8% | $5,617+138.6% | $11,252+19.1% |