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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 | $114,013-90.9% | $103,693-90.0% | $155,188-93.3% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 80.8%-55.8pp |
| Annual return | -0.30% | 49.31%-49.6pp | 47.61%-47.9pp | 148.84%-149.1pp |
| Employer contribution / active EE | $607 | $3,131-80.6% | $2,920-79.2% | $4,248-85.7% |
| Participant deferral / active EE | $1,820 | $4,970-63.4% | $4,579-60.3% | $6,531-72.1% |
| Admin fee / account holder | $112,332 | $8,407+1236.2% | $7,858+1329.5% | $14,480+675.8% |