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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 | $22,130 | $44,850-50.7% | $60,547-63.4% | $59,633-62.9% |
| Participation rate | 25.0% | 59.5%-34.5pp | 68.0%-43.0pp | 68.7%-43.7pp |
| Annual return | -3.68% | 1074.14%-1077.8pp | 335.64%-339.3pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $607 | $1,462-58.5% | $2,419-74.9% | $2,203-72.5% |
| Participant deferral / active EE | $1,185 | $2,230-46.9% | $3,328-64.4% | $3,192-62.9% |
| Admin fee / account holder | $10,009 | $3,635+175.3% | $4,536+120.6% | $4,297+132.9% |