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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 | $38,695 | $56,197-31.1% | $67,652-42.8% | $59,633-35.1% |
| Participation rate | 54.9% | 71.5%-16.5pp | 75.7%-20.7pp | 68.7%-13.7pp |
| Annual return | -3.93% | 18508.10%-18512.0pp | 6625.40%-6629.3pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $549 | $1,615-66.0% | $2,266-75.8% | $2,203-75.1% |
| Participant deferral / active EE | $1,989 | $2,844-30.1% | $3,560-44.1% | $3,192-37.7% |
| Admin fee / account holder | $1,148 | $3,958-71.0% | $4,821-76.2% | $4,297-73.3% |