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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 | $45,866 | $56,197-18.4% | $67,652-32.2% | $59,633-23.1% |
| Participation rate | 65.4% | 71.5%-6.1pp | 75.7%-10.3pp | 68.7%-3.3pp |
| Annual return | -2.35% | 18508.10%-18510.5pp | 6625.40%-6627.7pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $550 | $1,615-65.9% | $2,266-75.7% | $2,203-75.0% |
| Participant deferral / active EE | $2,200 | $2,844-22.6% | $3,560-38.2% | $3,192-31.1% |
| Admin fee / account holder | $1,607 | $3,958-59.4% | $4,821-66.7% | $4,297-62.6% |