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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 | $27,410 | $59,116-53.6% | $86,438-68.3% | $68,486-60.0% |
| Participation rate | 42.1% | 75.2%-33.1pp | 80.3%-38.2pp | 67.9%-25.8pp |
| Annual return | -25.52% | -0.23%-25.3pp | 4397.19%-4422.7pp | -7.85%-17.7pp |
| Employer contribution / active EE | $3,535 | $2,519+40.3% | $3,769-6.2% | $2,597+36.1% |
| Participant deferral / active EE | $6,472 | $5,902+9.7% | $6,952-6.9% | $4,028+60.7% |
| Admin fee / account holder | $5,972 | $5,639+5.9% | $6,733-11.3% | $5,404+10.5% |