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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 | $36,305 | $56,197-35.4% | $67,652-46.3% | $59,633-39.1% |
| Participation rate | 50.7% | 71.5%-20.8pp | 75.7%-25.0pp | 68.7%-18.0pp |
| Annual return | -3.55% | 18508.10%-18511.6pp | 6625.40%-6628.9pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,342 | $1,615-16.9% | $2,266-40.8% | $2,203-39.1% |
| Participant deferral / active EE | $2,710 | $2,844-4.7% | $3,560-23.9% | $3,192-15.1% |
| Admin fee / account holder | $1,637 | $3,958-58.7% | $4,821-66.1% | $4,297-61.9% |