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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 | $30,092 | $78,694-61.8% | $67,652-55.5% | $125,389-76.0% |
| Participation rate | 56.5% | 78.8%-22.3pp | 75.7%-19.1pp | 83.2%-26.7pp |
| Annual return | -5.17% | 9.46%-14.6pp | 6625.40%-6630.6pp | 282.24%-287.4pp |
| Employer contribution / active EE | $2,157 | $3,044-29.1% | $2,266-4.8% | $4,866-55.7% |
| Participant deferral / active EE | $3,337 | $4,292-22.3% | $3,560-6.3% | $5,352-37.6% |
| Admin fee / account holder | $1,036 | $7,403-86.0% | $4,821-78.5% | $9,541-89.1% |