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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 | $51,097 | $56,197-9.1% | $67,652-24.5% | $59,633-14.3% |
| Participation rate | 27.3% | 71.5%-44.2pp | 75.7%-48.4pp | 68.7%-41.4pp |
| Annual return | -3.98% | 18508.10%-18512.1pp | 6625.40%-6629.4pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $885 | $1,615-45.2% | $2,266-60.9% | $2,203-59.8% |
| Participant deferral / active EE | $1,564 | $2,844-45.0% | $3,560-56.1% | $3,192-51.0% |
| Admin fee / account holder | $986 | $3,958-75.1% | $4,821-79.6% | $4,297-77.1% |