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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 | $23,782 | $56,197-57.7% | $67,652-64.8% | $59,633-60.1% |
| Participation rate | 36.4% | 71.5%-35.1pp | 75.7%-39.3pp | 68.7%-32.3pp |
| Annual return | -3.02% | 18508.10%-18511.1pp | 6625.40%-6628.4pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $856 | $1,615-47.0% | $2,266-62.2% | $2,203-61.1% |
| Participant deferral / active EE | $1,823 | $2,844-35.9% | $3,560-48.8% | $3,192-42.9% |
| Admin fee / account holder | $659 | $3,958-83.3% | $4,821-86.3% | $4,297-84.7% |