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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 | $28,147 | $78,694-64.2% | $67,652-58.4% | $125,389-77.6% |
| Participation rate | 37.5% | 78.8%-41.3pp | 75.7%-38.2pp | 83.2%-45.7pp |
| Annual return | -3.57% | 9.46%-13.0pp | 6625.40%-6629.0pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,071 | $3,044-64.8% | $2,266-52.7% | $4,866-78.0% |
| Participant deferral / active EE | $2,006 | $4,292-53.3% | $3,560-43.7% | $5,352-62.5% |
| Admin fee / account holder | $1,685 | $7,403-77.2% | $4,821-65.0% | $9,541-82.3% |