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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 | $38,679 | $56,197-31.2% | $67,652-42.8% | $59,633-35.1% |
| Participation rate | 53.8% | 71.5%-17.6pp | 75.7%-21.8pp | 68.7%-14.8pp |
| Annual return | -2.46% | 18508.10%-18510.6pp | 6625.40%-6627.9pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $584 | $1,615-63.9% | $2,266-74.2% | $2,203-73.5% |
| Participant deferral / active EE | $1,738 | $2,844-38.9% | $3,560-51.2% | $3,192-45.5% |
| Admin fee / account holder | $2,566 | $3,958-35.2% | $4,821-46.8% | $4,297-40.3% |