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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 | $27,274 | $44,850-39.2% | $60,547-55.0% | $59,633-54.3% |
| Participation rate | 30.5% | 59.5%-29.0pp | 68.0%-37.5pp | 68.7%-38.2pp |
| Annual return | -3.04% | 1074.14%-1077.2pp | 335.64%-338.7pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $466 | $1,462-68.1% | $2,419-80.7% | $2,203-78.8% |
| Participant deferral / active EE | $1,340 | $2,230-39.9% | $3,328-59.7% | $3,192-58.0% |
| Admin fee / account holder | $2,235 | $3,635-38.5% | $4,536-50.7% | $4,297-48.0% |