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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 | $39,427 | $59,111-33.3% | $86,451-54.4% | $68,490-42.4% |
| Participation rate | 63.2% | 75.2%-12.1pp | 80.3%-17.2pp | 67.9%-4.7pp |
| Annual return | -19.31% | -0.22%-19.1pp | 4398.51%-4417.8pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,137 | $2,519-54.9% | $3,770-69.8% | $2,597-56.2% |
| Participant deferral / active EE | $7,512 | $5,900+27.3% | $6,953+8.0% | $4,028+86.5% |
| Admin fee / account holder | $1,554 | $5,640-72.4% | $6,734-76.9% | $5,403-71.2% |