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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 | $43,418 | $56,200-22.7% | $67,653-35.8% | $59,633-27.2% |
| Participation rate | 62.1% | 71.5%-9.4pp | 75.7%-13.6pp | 68.7%-6.6pp |
| Annual return | -3.23% | 18506.71%-18509.9pp | 6625.22%-6628.5pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $1,244 | $1,615-22.9% | $2,266-45.1% | $2,203-43.5% |
| Participant deferral / active EE | $2,494 | $2,843-12.3% | $3,560-29.9% | $3,192-21.9% |
| Admin fee / account holder | $471 | $3,959-88.1% | $4,821-90.2% | $4,297-89.0% |