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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 | $33,562 | $44,850-25.2% | $60,547-44.6% | $59,633-43.7% |
| Participation rate | 59.5% | 59.5%0pp | 68.0%-8.5pp | 68.7%-9.2pp |
| Annual return | -4.19% | 1074.14%-1078.3pp | 335.64%-339.8pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $312 | $1,462-78.7% | $2,419-87.1% | $2,203-85.8% |
| Participant deferral / active EE | $2,713 | $2,230+21.7% | $3,328-18.5% | $3,192-15.0% |
| Admin fee / account holder | $6,701 | $3,635+84.3% | $4,536+47.7% | $4,297+55.9% |