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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 | $21,541 | $45,152-52.3% | $73,836-70.8% | $59,633-63.9% |
| Participation rate | 49.3% | 64.0%-14.8pp | 73.4%-24.2pp | 68.7%-19.4pp |
| Annual return | -3.58% | 27.40%-31.0pp | 2268.06%-2271.6pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $425 | $1,901-77.7% | $2,787-84.8% | $2,203-80.7% |
| Participant deferral / active EE | $983 | $2,573-61.8% | $3,583-72.6% | $3,192-69.2% |
| Admin fee / account holder | $3,931 | $3,515+11.9% | $4,882-19.5% | $4,297-8.5% |