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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 | $16,301 | $45,152-63.9% | $73,836-77.9% | $59,633-72.7% |
| Participation rate | 62.5% | 64.0%-1.5pp | 73.4%-10.9pp | 68.7%-6.2pp |
| Annual return | -4.13% | 27.40%-31.5pp | 2268.06%-2272.2pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $785 | $1,901-58.7% | $2,787-71.8% | $2,203-64.3% |
| Participant deferral / active EE | $3,258 | $2,573+26.6% | $3,583-9.1% | $3,192+2.1% |
| Admin fee / account holder | $942 | $3,515-73.2% | $4,882-80.7% | $4,297-78.1% |