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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 | $29,920 | $45,152-33.7% | $73,836-59.5% | $59,633-49.8% |
| Participation rate | 48.6% | 64.0%-15.4pp | 73.4%-24.9pp | 68.7%-20.1pp |
| Annual return | -2.64% | 27.40%-30.0pp | 2268.06%-2270.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $424 | $1,901-77.7% | $2,787-84.8% | $2,203-80.8% |
| Participant deferral / active EE | $2,364 | $2,573-8.1% | $3,583-34.0% | $3,192-25.9% |
| Admin fee / account holder | $1,860 | $3,515-47.1% | $4,882-61.9% | $4,297-56.7% |