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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 | $31,784 | $45,152-29.6% | $73,845-57.0% | $59,632-46.7% |
| Participation rate | 44.4% | 64.0%-19.6pp | 73.4%-29.0pp | 68.7%-24.2pp |
| Annual return | -5.35% | 27.40%-32.7pp | 2267.91%-2273.3pp | 2041.32%-2046.7pp |
| Employer contribution / active EE | $1,280 | $1,902-32.7% | $2,788-54.1% | $2,203-41.9% |
| Participant deferral / active EE | $4,331 | $2,574+68.3% | $3,583+20.9% | $3,192+35.7% |
| Admin fee / account holder | $649 | $3,516-81.5% | $4,881-86.7% | $4,297-84.9% |