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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 | $21,494 | $59,107-63.6% | $86,439-75.1% | $68,495-68.6% |
| Participation rate | 51.0% | 75.2%-24.3pp | 80.3%-29.3pp | 67.9%-16.9pp |
| Annual return | -22.20% | -0.23%-22.0pp | 4395.55%-4417.8pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,212 | $2,519-51.9% | $3,769-67.9% | $2,596-53.3% |
| Participant deferral / active EE | $3,192 | $5,901-45.9% | $6,952-54.1% | $4,028-20.8% |
| Admin fee / account holder | $1,533 | $5,637-72.8% | $6,732-77.2% | $5,403-71.6% |