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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 | $38,067 | $41,854-9.0% | $73,836-48.4% | $52,331-27.3% |
| Participation rate | 34.8% | 66.2%-31.5pp | 73.4%-38.7pp | 68.1%-33.4pp |
| Annual return | -2.65% | 2.11%-4.8pp | 2268.06%-2270.7pp | 4.54%-7.2pp |
| Employer contribution / active EE | $1,038 | $1,920-45.9% | $2,787-62.8% | $1,882-44.8% |
| Participant deferral / active EE | $2,461 | $2,498-1.5% | $3,583-31.3% | $3,022-18.6% |
| Admin fee / account holder | $472 | $493-4.1% | $4,882-90.3% | $592-20.2% |