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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 | $36,153 | $100,895-64.2% | $90,430-60.0% | $158,950-77.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | -2.38% | 1725.54%-1727.9pp | 1293.73%-1296.1pp | 302.91%-305.3pp |
| Employer contribution / active EE | $995 | $3,689-73.0% | $3,262-69.5% | $4,762-79.1% |
| Participant deferral / active EE | $1,437 | $4,347-67.0% | $3,963-63.7% | $5,983-76.0% |
| Admin fee / account holder | $3,321 | $6,505-49.0% | $5,613-40.8% | $11,248-70.5% |