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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 | $23,085 | $56,197-58.9% | $67,652-65.9% | $59,633-61.3% |
| Participation rate | 56.7% | 71.5%-14.8pp | 75.7%-19.0pp | 68.7%-12.0pp |
| Annual return | -4.85% | 18508.10%-18513.0pp | 6625.40%-6630.2pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $1,888 | $1,615+16.9% | $2,266-16.7% | $2,203-14.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $536 | $3,958-86.5% | $4,821-88.9% | $4,297-87.5% |