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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 | $35,416 | $55,470-36.2% | $155,556-77.2% | $74,478-52.4% |
| Participation rate | 10.0% | 61.9%-51.9pp | 78.2%-68.2pp | 67.2%-57.2pp |
| Annual return | 0.04% | 269.80%-269.8pp | 64.84%-64.8pp | 1370.56%-1370.5pp |
| Employer contribution / active EE | $1,348 | $2,267-40.5% | $4,675-71.2% | $2,626-48.7% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $3,690 | $1,744+111.5% | $15,885-76.8% | $1,946+89.6% |