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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 | $37,476 | $78,694-52.4% | $67,652-44.6% | $125,389-70.1% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -4.53% | 9.46%-14.0pp | 6625.40%-6629.9pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,224 | $3,044-59.8% | $2,266-46.0% | $4,866-74.9% |
| Participant deferral / active EE | $2,352 | $4,292-45.2% | $3,560-33.9% | $5,352-56.1% |
| Admin fee / account holder | $323 | $7,403-95.6% | $4,821-93.3% | $9,541-96.6% |