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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 | $23,615 | $44,850-47.3% | $60,547-61.0% | $59,633-60.4% |
| Participation rate | 50.0% | 59.5%-9.5pp | 68.0%-18.0pp | 68.7%-18.7pp |
| Annual return | -2.98% | 1074.14%-1077.1pp | 335.64%-338.6pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $530 | $1,462-63.8% | $2,419-78.1% | $2,203-76.0% |
| Participant deferral / active EE | $1,209 | $2,230-45.8% | $3,328-63.7% | $3,192-62.1% |
| Admin fee / account holder | $493 | $3,635-86.4% | $4,536-89.1% | $4,297-88.5% |