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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 | $31,918 | $45,152-29.3% | $73,836-56.8% | $59,633-46.5% |
| Participation rate | 37.5% | 64.0%-26.5pp | 73.4%-35.9pp | 68.7%-31.2pp |
| Annual return | -3.45% | 27.40%-30.9pp | 2268.06%-2271.5pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $1,180 | $1,901-38.0% | $2,787-57.7% | $2,203-46.4% |
| Participant deferral / active EE | $1,772 | $2,573-31.1% | $3,583-50.5% | $3,192-44.5% |
| Admin fee / account holder | $1,303 | $3,515-62.9% | $4,882-73.3% | $4,297-69.7% |