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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 | $37,288 | $45,152-17.4% | $73,836-49.5% | $59,633-37.5% |
| Participation rate | 27.9% | 64.0%-36.1pp | 73.4%-45.5pp | 68.7%-40.8pp |
| Annual return | -2.95% | 27.40%-30.4pp | 2268.06%-2271.0pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $714 | $1,901-62.4% | $2,787-74.4% | $2,203-67.6% |
| Participant deferral / active EE | $2,003 | $2,573-22.2% | $3,583-44.1% | $3,192-37.3% |
| Admin fee / account holder | $1,624 | $3,515-53.8% | $4,882-66.7% | $4,297-62.2% |