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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 | $22,317 | $45,566-51.0% | $64,105-65.2% | $59,633-62.6% |
| Participation rate | 59.5% | 60.2%-0.7pp | 68.2%-8.7pp | 68.7%-9.2pp |
| Annual return | -2.86% | 4.95%-7.8pp | 791.24%-794.1pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $847 | $934-9.3% | $1,820-53.5% | $2,203-61.6% |
| Participant deferral / active EE | $1,624 | $2,057-21.1% | $2,822-42.5% | $3,192-49.1% |
| Admin fee / account holder | $3,033 | $3,268-7.2% | $4,499-32.6% | $4,297-29.4% |