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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 | $40,795 | $99,644-59.1% | $86,438-52.8% | $134,532-69.7% |
| Participation rate | 60.0% | 82.1%-22.1pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -21.61% | 6787.26%-6808.9pp | 4397.19%-4418.8pp | 418.27%-439.9pp |
| Employer contribution / active EE | $2,224 | $4,402-49.5% | $3,769-41.0% | $4,741-53.1% |
| Participant deferral / active EE | $4,096 | $7,247-43.5% | $6,952-41.1% | $6,401-36.0% |
| Admin fee / account holder | $596 | $8,375-92.9% | $6,733-91.1% | $11,429-94.8% |