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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 | $41,680 | $56,199-25.8% | $67,652-38.4% | $59,632-30.1% |
| Participation rate | 61.5% | 71.5%-9.9pp | 75.7%-14.1pp | 68.7%-7.1pp |
| Annual return | -2.41% | 18505.31%-18507.7pp | 6625.04%-6627.5pp | 2041.32%-2043.7pp |
| Employer contribution / active EE | $960 | $1,614-40.5% | $2,266-57.6% | $2,203-56.4% |
| Participant deferral / active EE | $2,287 | $2,844-19.6% | $3,560-35.7% | $3,192-28.3% |
| Admin fee / account holder | $14,129 | $3,958+256.9% | $4,821+193.1% | $4,297+228.8% |