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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 | $24,834 | $44,850-44.6% | $60,547-59.0% | $59,633-58.4% |
| Participation rate | 36.9% | 59.5%-22.6pp | 68.0%-31.1pp | 68.7%-31.8pp |
| Annual return | -3.20% | 1074.14%-1077.3pp | 335.64%-338.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $222 | $1,462-84.8% | $2,419-90.8% | $2,203-89.9% |
| Participant deferral / active EE | $797 | $2,230-64.2% | $3,328-76.0% | $3,192-75.0% |
| Admin fee / account holder | $783 | $3,635-78.5% | $4,536-82.7% | $4,297-81.8% |