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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 | $29,066 | $56,197-48.3% | $67,652-57.0% | $59,633-51.3% |
| Participation rate | 62.5% | 71.5%-9.0pp | 75.7%-13.2pp | 68.7%-6.2pp |
| Annual return | -3.02% | 18508.10%-18511.1pp | 6625.40%-6628.4pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $490 | $1,615-69.7% | $2,266-78.4% | $2,203-77.8% |
| Participant deferral / active EE | $3,465 | $2,844+21.8% | $3,560-2.7% | $3,192+8.5% |
| Admin fee / account holder | $4,655 | $3,958+17.6% | $4,821-3.4% | $4,297+8.3% |