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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 | $44,995 | $56,200-19.9% | $67,653-33.5% | $59,633-24.5% |
| Participation rate | 65.9% | 71.5%-5.6pp | 75.7%-9.8pp | 68.7%-2.8pp |
| Annual return | -2.57% | 18506.71%-18509.3pp | 6625.22%-6627.8pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $386 | $1,615-76.1% | $2,266-82.9% | $2,203-82.5% |
| Participant deferral / active EE | $3,280 | $2,843+15.4% | $3,560-7.8% | $3,192+2.8% |
| Admin fee / account holder | $2,976 | $3,959-24.8% | $4,821-38.3% | $4,297-30.8% |