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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 | $26,767 | $78,694-66.0% | $67,652-60.4% | $125,389-78.7% |
| Participation rate | 33.3% | 78.8%-45.5pp | 75.7%-42.3pp | 83.2%-49.9pp |
| Annual return | -4.08% | 9.46%-13.5pp | 6625.40%-6629.5pp | 282.24%-286.3pp |
| Employer contribution / active EE | $1,055 | $3,044-65.3% | $2,266-53.4% | $4,866-78.3% |
| Participant deferral / active EE | $1,568 | $4,292-63.5% | $3,560-56.0% | $5,352-70.7% |
| Admin fee / account holder | $1,319 | $7,403-82.2% | $4,821-72.6% | $9,541-86.2% |