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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 | $15,739 | $45,152-65.1% | $73,836-78.7% | $59,633-73.6% |
| Participation rate | 48.8% | 64.0%-15.2pp | 73.4%-24.7pp | 68.7%-19.9pp |
| Annual return | -3.81% | 27.40%-31.2pp | 2268.06%-2271.9pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $516 | $1,901-72.9% | $2,787-81.5% | $2,203-76.6% |
| Participant deferral / active EE | $1,303 | $2,573-49.3% | $3,583-63.6% | $3,192-59.2% |
| Admin fee / account holder | $2,152 | $3,515-38.8% | $4,882-55.9% | $4,297-49.9% |