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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 | $40,428 | $45,566-11.3% | $64,105-36.9% | $59,633-32.2% |
| Participation rate | 16.4% | 60.2%-43.8pp | 68.2%-51.8pp | 68.7%-52.3pp |
| Annual return | -3.36% | 4.95%-8.3pp | 791.24%-794.6pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $358 | $934-61.7% | $1,820-80.4% | $2,203-83.8% |
| Participant deferral / active EE | $956 | $2,057-53.5% | $2,822-66.1% | $3,192-70.0% |
| Admin fee / account holder | $15,616 | $3,268+377.9% | $4,499+247.1% | $4,297+263.4% |