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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 | $30,515 | $56,197-45.7% | $67,652-54.9% | $59,633-48.8% |
| Participation rate | 63.4% | 71.5%-8.1pp | 75.7%-12.3pp | 68.7%-5.3pp |
| Annual return | -2.47% | 18508.10%-18510.6pp | 6625.40%-6627.9pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,668 | $1,615+3.3% | $2,266-26.4% | $2,203-24.3% |
| Participant deferral / active EE | $3,111 | $2,844+9.4% | $3,560-12.6% | $3,192-2.5% |
| Admin fee / account holder | $7,612 | $3,958+92.3% | $4,821+57.9% | $4,297+77.2% |