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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 | $5,418 | $72,071-92.5% | $68,368-92.1% | $137,256-96.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | -2.07% | 353.14%-355.2pp | 292.57%-294.6pp | 220.34%-222.4pp |
| Employer contribution / active EE | $3,556 | $2,788+27.5% | $2,649+34.2% | $4,156-14.4% |
| Participant deferral / active EE | $4,900 | $4,410+11.1% | $4,123+18.9% | $6,407-23.5% |
| Admin fee / account holder | $120,796 | $5,336+2164.0% | $5,150+2245.6% | $12,270+884.5% |