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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 | $31,065 | $44,103-29.6% | $75,826-59.0% | $64,173-51.6% |
| Participation rate | 37.9% | 62.7%-24.8pp | 68.2%-30.3pp | 69.6%-31.6pp |
| Annual return | -10.42% | -4.72%-5.7pp | 1914.15%-1924.6pp | 7.63%-18.1pp |
| Employer contribution / active EE | $827 | $1,446-42.8% | $1,913-56.8% | $2,381-65.3% |
| Participant deferral / active EE | $1,648 | $2,204-25.2% | $2,862-42.4% | $3,470-52.5% |
| Admin fee / account holder | $2,521 | $3,506-28.1% | $4,726-46.6% | $4,887-48.4% |