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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 | $23,804 | $44,850-46.9% | $60,547-60.7% | $59,633-60.1% |
| Participation rate | 28.9% | 59.5%-30.6pp | 68.0%-39.0pp | 68.7%-39.8pp |
| Annual return | -6.72% | 1074.14%-1080.9pp | 335.64%-342.4pp | 2041.45%-2048.2pp |
| Employer contribution / active EE | $304 | $1,462-79.2% | $2,419-87.4% | $2,203-86.2% |
| Participant deferral / active EE | $1,509 | $2,230-32.3% | $3,328-54.7% | $3,192-52.7% |
| Admin fee / account holder | $5,925 | $3,635+63.0% | $4,536+30.6% | $4,297+37.9% |