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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 | $21,221 | $60,128-64.7% | $90,440-76.5% | $79,852-73.4% |
| Participation rate | 60.0% | 65.0%-5.0pp | 72.7%-12.7pp | 69.6%-9.6pp |
| Annual return | -0.48% | 71.95%-72.4pp | 1294.38%-1294.9pp | 31.72%-32.2pp |
| Employer contribution / active EE | $1,188 | $2,068-42.6% | $3,263-63.6% | $2,471-51.9% |
| Participant deferral / active EE | $1,361 | $2,939-53.7% | $3,964-65.7% | $3,740-63.6% |
| Admin fee / account holder | $5,336 | $3,977+34.2% | $5,615-5.0% | $5,306+0.6% |