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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 | $70,366-60.7% | $66,674-58.6% | $138,895-80.1% |
| Participation rate | 16.7% | 76.2%-59.5pp | 73.7%-57.0pp | 79.9%-63.3pp |
| Annual return | -0.03% | 386.41%-386.4pp | 321.24%-321.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,560 | $2,765-43.6% | $2,620-40.5% | $4,194-62.8% |
| Participant deferral / active EE | $5,792 | $4,374+32.4% | $4,084+41.8% | $6,396-9.5% |
| Admin fee / account holder | $79,805 | $5,262+1416.5% | $5,098+1465.4% | $12,562+535.3% |