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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 | $36,497 | $102,635-64.4% | $86,209-57.7% | $139,456-73.8% |
| Participation rate | 61.1% | 74.5%-13.4pp | 69.0%-7.8pp | 80.3%-19.2pp |
| Annual return | -6.15% | 1923.53%-1929.7pp | 1169.05%-1175.2pp | 373.45%-379.6pp |
| Employer contribution / active EE | $1,073 | $3,034-64.6% | $2,381-54.9% | $4,753-77.4% |
| Participant deferral / active EE | $1,452 | $4,677-69.0% | $3,986-63.6% | $6,711-78.4% |
| Admin fee / account holder | $1,331 | $8,661-84.6% | $6,853-80.6% | $11,407-88.3% |