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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 | $55,472-36.2% | $155,567-77.2% | $74,546-52.5% |
| Participation rate | 10.0% | 61.9%-51.9pp | 78.2%-68.2pp | 67.2%-57.2pp |
| Annual return | 0.04% | 268.72%-268.7pp | 64.74%-64.7pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $1,348 | $2,269-40.6% | $4,674-71.2% | $2,624-48.6% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $3,690 | $1,743+111.7% | $15,916-76.8% | $1,944+89.8% |