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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 | $24,759 | $56,200-55.9% | $67,653-63.4% | $59,633-58.5% |
| Participation rate | 58.6% | 71.5%-12.8pp | 75.7%-17.0pp | 68.7%-10.1pp |
| Annual return | -2.46% | 18506.71%-18509.2pp | 6625.22%-6627.7pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $1,694 | $1,615+4.9% | $2,266-25.2% | $2,203-23.1% |
| Participant deferral / active EE | $2,518 | $2,843-11.4% | $3,560-29.3% | $3,192-21.1% |
| Admin fee / account holder | $12,785 | $3,959+222.9% | $4,821+165.2% | $4,297+197.5% |