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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 | $10,393 | $102,595-89.9% | $94,057-89.0% | $154,746-93.3% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | -0.30% | 583.42%-583.7pp | 480.62%-480.9pp | 172.34%-172.6pp |
| Employer contribution / active EE | $607 | $3,147-80.7% | $2,933-79.3% | $4,379-86.2% |
| Participant deferral / active EE | $1,820 | $5,118-64.4% | $4,709-61.4% | $6,730-73.0% |
| Admin fee / account holder | $112,332 | $7,736+1352.1% | $7,244+1450.6% | $14,365+682.0% |