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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 | $26,717 | $44,850-40.4% | $60,547-55.9% | $59,633-55.2% |
| Participation rate | 51.4% | 59.5%-8.1pp | 68.0%-16.6pp | 68.7%-17.3pp |
| Annual return | -3.98% | 1074.14%-1078.1pp | 335.64%-339.6pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $1,101 | $1,462-24.7% | $2,419-54.5% | $2,203-50.0% |
| Participant deferral / active EE | $2,193 | $2,230-1.6% | $3,328-34.1% | $3,192-31.3% |
| Admin fee / account holder | $727 | $3,635-80.0% | $4,536-84.0% | $4,297-83.1% |