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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 | $29,664 | $59,116-49.8% | $86,438-65.7% | $68,486-56.7% |
| Participation rate | 55.9% | 75.2%-19.4pp | 80.3%-24.4pp | 67.9%-12.0pp |
| Annual return | -24.20% | -0.23%-24.0pp | 4397.19%-4421.4pp | -7.85%-16.3pp |
| Employer contribution / active EE | $509 | $2,519-79.8% | $3,769-86.5% | $2,597-80.4% |
| Participant deferral / active EE | $3,242 | $5,902-45.1% | $6,952-53.4% | $4,028-19.5% |
| Admin fee / account holder | $377 | $5,639-93.3% | $6,733-94.4% | $5,404-93.0% |