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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 | $18,580 | $105,960-82.5% | $81,726-77.3% | $158,982-88.3% |
| Participation rate | 46.7% | 75.6%-28.9pp | 72.0%-25.3pp | 82.0%-35.3pp |
| Annual return | -2.12% | 38.19%-40.3pp | 29.49%-31.6pp | 302.99%-305.1pp |
| Employer contribution / active EE | $531 | $7,805-93.2% | $4,311-87.7% | $4,763-88.8% |
| Participant deferral / active EE | $1,722 | $13,011-86.8% | $7,108-75.8% | $5,983-71.2% |
| Admin fee / account holder | $65,197 | $8,494+667.5% | $5,160+1163.5% | $11,252+479.5% |