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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 | $102,595-73.1% | $94,057-70.6% | $154,746-82.1% |
| Participation rate | 16.7% | 76.0%-59.3pp | 73.3%-56.7pp | 80.7%-64.0pp |
| Annual return | -0.03% | 583.42%-583.4pp | 480.62%-480.7pp | 172.34%-172.4pp |
| Employer contribution / active EE | $1,560 | $3,147-50.4% | $2,933-46.8% | $4,379-64.4% |
| Participant deferral / active EE | $5,792 | $5,118+13.2% | $4,709+23.0% | $6,730-13.9% |
| Admin fee / account holder | $79,805 | $7,736+931.6% | $7,244+1001.6% | $14,365+455.5% |