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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 | $31,745 | $44,850-29.2% | $60,547-47.6% | $59,633-46.8% |
| Participation rate | 51.1% | 59.5%-8.4pp | 68.0%-16.9pp | 68.7%-17.6pp |
| Annual return | -6.95% | 1074.14%-1081.1pp | 335.64%-342.6pp | 2041.45%-2048.4pp |
| Employer contribution / active EE | $1,000 | $1,462-31.6% | $2,419-58.7% | $2,203-54.6% |
| Participant deferral / active EE | $2,251 | $2,230+0.9% | $3,328-32.4% | $3,192-29.5% |
| Admin fee / account holder | $8,050 | $3,635+121.4% | $4,536+77.5% | $4,297+87.3% |