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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 | $13,053 | $45,152-71.1% | $73,845-82.3% | $59,632-78.1% |
| Participation rate | 53.5% | 64.0%-10.5pp | 73.4%-19.9pp | 68.7%-15.1pp |
| Annual return | -4.16% | 27.40%-31.6pp | 2267.91%-2272.1pp | 2041.32%-2045.5pp |
| Employer contribution / active EE | $1,147 | $1,902-39.7% | $2,788-58.9% | $2,203-47.9% |
| Participant deferral / active EE | $1,538 | $2,574-40.3% | $3,583-57.1% | $3,192-51.8% |
| Admin fee / account holder | $2,161 | $3,516-38.6% | $4,881-55.7% | $4,297-49.7% |