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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 | $26,395 | $56,197-53.0% | $67,652-61.0% | $59,633-55.7% |
| Participation rate | 31.4% | 71.5%-40.0pp | 75.7%-44.2pp | 68.7%-37.2pp |
| Annual return | -2.51% | 18508.10%-18510.6pp | 6625.40%-6627.9pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $912 | $1,615-43.5% | $2,266-59.8% | $2,203-58.6% |
| Participant deferral / active EE | $1,334 | $2,844-53.1% | $3,560-62.5% | $3,192-58.2% |
| Admin fee / account holder | $6,249 | $3,958+57.9% | $4,821+29.6% | $4,297+45.4% |