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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 | $20,499 | $180,749-88.7% | $160,784-87.3% | $137,256-85.1% |
| Participation rate | 20.0% | 80.0%-60.0pp | 77.0%-57.0pp | 80.0%-60.0pp |
| Annual return | -1.54% | 2234.46%-2236.0pp | 1803.92%-1805.5pp | 220.34%-221.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,155 | $6,844-83.1% | $6,293-81.6% | $6,407-82.0% |
| Admin fee / account holder | $180,826 | $10,397+1639.2% | $9,717+1760.9% | $12,270+1373.7% |