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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 | $33,654 | $44,850-25.0% | $60,547-44.4% | $59,633-43.6% |
| Participation rate | 33.3% | 59.5%-26.1pp | 68.0%-34.6pp | 68.7%-35.3pp |
| Annual return | -4.72% | 1074.14%-1078.9pp | 335.64%-340.4pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $518 | $1,462-64.6% | $2,419-78.6% | $2,203-76.5% |
| Participant deferral / active EE | $1,324 | $2,230-40.6% | $3,328-60.2% | $3,192-58.5% |
| Admin fee / account holder | $1,222 | $3,635-66.4% | $4,536-73.1% | $4,297-71.6% |