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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 | $39,767 | $59,111-32.7% | $86,451-54.0% | $68,490-41.9% |
| Participation rate | 63.5% | 75.2%-11.8pp | 80.3%-16.9pp | 67.9%-4.4pp |
| Annual return | -21.43% | -0.22%-21.2pp | 4398.51%-4419.9pp | -7.85%-13.6pp |
| Employer contribution / active EE | $2,025 | $2,519-19.6% | $3,770-46.3% | $2,597-22.0% |
| Participant deferral / active EE | $3,793 | $5,900-35.7% | $6,953-45.5% | $4,028-5.8% |
| Admin fee / account holder | $1,006 | $5,640-82.2% | $6,734-85.1% | $5,403-81.4% |