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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 | $28,281 | $78,694-64.1% | $67,652-58.2% | $125,393-77.4% |
| Participation rate | 41.2% | 78.8%-37.6pp | 75.7%-34.5pp | 83.2%-42.0pp |
| Annual return | -4.07% | 9.46%-13.5pp | 6625.04%-6629.1pp | 282.23%-286.3pp |
| Employer contribution / active EE | $1,346 | $3,044-55.8% | $2,266-40.6% | $4,866-72.3% |
| Participant deferral / active EE | $2,196 | $4,292-48.8% | $3,560-38.3% | $5,351-59.0% |
| Admin fee / account holder | $2,723 | $7,403-63.2% | $4,821-43.5% | $9,541-71.5% |