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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 | $21,747 | $56,200-61.3% | $67,653-67.9% | $59,633-63.5% |
| Participation rate | 66.0% | 71.5%-5.5pp | 75.7%-9.7pp | 68.7%-2.7pp |
| Annual return | -3.22% | 18506.71%-18509.9pp | 6625.22%-6628.4pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $556 | $1,615-65.6% | $2,266-75.4% | $2,203-74.7% |
| Participant deferral / active EE | $2,125 | $2,843-25.3% | $3,560-40.3% | $3,192-33.4% |
| Admin fee / account holder | $642 | $3,959-83.8% | $4,821-86.7% | $4,297-85.0% |