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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 | $27,624 | $72,071-61.7% | $68,368-59.6% | $137,256-79.9% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.0%-63.3pp |
| Annual return | -0.03% | 353.14%-353.2pp | 292.57%-292.6pp | 220.34%-220.4pp |
| Employer contribution / active EE | $1,560 | $2,788-44.0% | $2,649-41.1% | $4,156-62.5% |
| Participant deferral / active EE | $5,792 | $4,410+31.3% | $4,123+40.5% | $6,407-9.6% |
| Admin fee / account holder | $79,805 | $5,336+1395.7% | $5,150+1449.7% | $12,270+550.4% |