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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 | $36,705 | $78,694-53.4% | $67,652-45.7% | $125,389-70.7% |
| Participation rate | 25.0% | 78.8%-53.8pp | 75.7%-50.7pp | 83.2%-58.2pp |
| Annual return | -5.37% | 9.46%-14.8pp | 6625.40%-6630.8pp | 282.24%-287.6pp |
| Employer contribution / active EE | $1,021 | $3,044-66.5% | $2,266-55.0% | $4,866-79.0% |
| Participant deferral / active EE | $2,399 | $4,292-44.1% | $3,560-32.6% | $5,352-55.2% |
| Admin fee / account holder | $364 | $7,403-95.1% | $4,821-92.4% | $9,541-96.2% |