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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 | $16,136 | $45,152-64.3% | $73,835-78.1% | $59,633-72.9% |
| Participation rate | 45.9% | 64.0%-18.1pp | 73.4%-27.5pp | 68.7%-22.7pp |
| Annual return | -9.76% | 27.40%-37.2pp | 2268.13%-2277.9pp | 2041.40%-2051.2pp |
| Employer contribution / active EE | $1,076 | $1,901-43.4% | $2,788-61.4% | $2,203-51.2% |
| Participant deferral / active EE | $4,135 | $2,573+60.7% | $3,583+15.4% | $3,192+29.6% |
| Admin fee / account holder | $1,202 | $3,515-65.8% | $4,880-75.4% | $4,297-72.0% |