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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 | $71,387 | $100,895-29.2% | $90,430-21.1% | $158,950-55.1% |
| Participation rate | 58.8% | 75.0%-16.2pp | 72.7%-13.9pp | 82.0%-23.1pp |
| Annual return | -0.17% | 1725.54%-1725.7pp | 1293.73%-1293.9pp | 302.91%-303.1pp |
| Employer contribution / active EE | $1,195 | $3,689-67.6% | $3,262-63.4% | $4,762-74.9% |
| Participant deferral / active EE | $2,242 | $4,347-48.4% | $3,963-43.4% | $5,983-62.5% |
| Admin fee / account holder | $598 | $6,505-90.8% | $5,613-89.4% | $11,248-94.7% |