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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 | $24,308 | $44,850-45.8% | $60,547-59.9% | $59,633-59.2% |
| Participation rate | 64.9% | 59.5%+5.4pp | 68.0%-3.1pp | 68.7%-3.8pp |
| Annual return | -6.90% | 1074.14%-1081.0pp | 335.64%-342.5pp | 2041.45%-2048.3pp |
| Employer contribution / active EE | $1,470 | $1,462+0.6% | $2,419-39.2% | $2,203-33.2% |
| Participant deferral / active EE | $2,493 | $2,230+11.8% | $3,328-25.1% | $3,192-21.9% |
| Admin fee / account holder | $25,925 | $3,635+613.1% | $4,536+471.5% | $4,297+503.3% |