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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 | $26,924 | $45,152-40.4% | $73,836-63.5% | $59,633-54.9% |
| Participation rate | 44.4% | 64.0%-19.6pp | 73.4%-29.0pp | 68.7%-24.2pp |
| Annual return | -9.23% | 27.40%-36.6pp | 2268.06%-2277.3pp | 2041.45%-2050.7pp |
| Employer contribution / active EE | $369 | $1,901-80.6% | $2,787-86.8% | $2,203-83.3% |
| Participant deferral / active EE | $779 | $2,573-69.7% | $3,583-78.3% | $3,192-75.6% |
| Admin fee / account holder | $3,742 | $3,515+6.5% | $4,882-23.4% | $4,297-12.9% |