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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 | $23,638 | $56,200-57.9% | $67,653-65.1% | $59,633-60.4% |
| Participation rate | 51.6% | 71.5%-19.9pp | 75.7%-24.1pp | 68.7%-17.1pp |
| Annual return | -3.48% | 18506.71%-18510.2pp | 6625.22%-6628.7pp | 2041.40%-2044.9pp |
| Employer contribution / active EE | $1,121 | $1,615-30.5% | $2,266-50.5% | $2,203-49.1% |
| Participant deferral / active EE | $2,509 | $2,843-11.8% | $3,560-29.5% | $3,192-21.4% |
| Admin fee / account holder | $374 | $3,959-90.6% | $4,821-92.2% | $4,297-91.3% |