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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 | $17,788 | $100,911-82.4% | $90,440-80.3% | $158,966-88.8% |
| Participation rate | 47.1% | 75.0%-28.0pp | 72.7%-25.6pp | 82.0%-34.9pp |
| Annual return | -1.22% | 1726.62%-1727.8pp | 1294.38%-1295.6pp | 302.95%-304.2pp |
| Employer contribution / active EE | $1,091 | $3,690-70.4% | $3,263-66.5% | $4,762-77.1% |
| Participant deferral / active EE | $1,586 | $4,348-63.5% | $3,964-60.0% | $5,983-73.5% |
| Admin fee / account holder | $11,214 | $6,507+72.3% | $5,615+99.7% | $11,250-0.3% |