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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 | $35,539 | $44,850-20.8% | $60,547-41.3% | $59,632-40.4% |
| Participation rate | 57.1% | 59.5%-2.3pp | 68.0%-10.8pp | 68.7%-11.5pp |
| Annual return | -4.53% | 1074.14%-1078.7pp | 335.64%-340.2pp | 2041.32%-2045.8pp |
| Employer contribution / active EE | $1,075 | $1,462-26.4% | $2,419-55.6% | $2,203-51.2% |
| Participant deferral / active EE | $1,670 | $2,230-25.1% | $3,328-49.8% | $3,192-47.7% |
| Admin fee / account holder | $1,286 | $3,635-64.6% | $4,536-71.6% | $4,297-70.1% |