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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 | $30,424 | $56,197-45.9% | $67,652-55.0% | $59,633-49.0% |
| Participation rate | 48.4% | 71.5%-23.1pp | 75.7%-27.3pp | 68.7%-20.3pp |
| Annual return | -2.35% | 18508.10%-18510.5pp | 6625.40%-6627.8pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,238 | $1,615-23.3% | $2,266-45.3% | $2,203-43.8% |
| Participant deferral / active EE | $2,151 | $2,844-24.3% | $3,560-39.6% | $3,192-32.6% |
| Admin fee / account holder | $2,302 | $3,958-41.8% | $4,821-52.2% | $4,297-46.4% |