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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 | $28,535 | $48,570-41.2% | $130,660-78.2% | $72,975-60.9% |
| Participation rate | 45.2% | 58.6%-13.4pp | 71.7%-26.6pp | 69.5%-24.3pp |
| Annual return | -1.05% | 38.63%-39.7pp | 1709.29%-1710.3pp | 81.01%-82.1pp |
| Employer contribution / active EE | $1,069 | $1,334-19.9% | $4,092-73.9% | $2,440-56.2% |
| Participant deferral / active EE | $1,317 | $2,384-44.8% | $3,603-63.4% | $3,608-63.5% |
| Admin fee / account holder | $477 | $3,549-86.6% | $5,463-91.3% | $5,124-90.7% |