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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 | $17,751 | $76,785-76.9% | $56,441-68.5% | $145,959-87.8% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 0.97% | 3000.51%-2999.5pp | 1704.21%-1703.2pp | 561.95%-561.0pp |
| Employer contribution / active EE | $661 | $1,381-52.1% | $1,039-36.4% | $4,661-85.8% |
| Participant deferral / active EE | $1,426 | $2,624-45.7% | $1,953-27.0% | $6,689-78.7% |
| Admin fee / account holder | $49,676 | $3,334+1389.9% | $2,829+1655.8% | $13,398+270.8% |