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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 | $48,578 | $97,732-50.3% | $83,831-42.1% | $135,380-64.1% |
| Participation rate | 65.2% | 80.0%-14.7pp | 76.1%-10.9pp | 82.6%-17.4pp |
| Annual return | -16.77% | 1287.56%-1304.3pp | 850.99%-867.8pp | 519.81%-536.6pp |
| Employer contribution / active EE | $1,278 | $4,222-69.7% | $3,631-64.8% | $4,779-73.3% |
| Participant deferral / active EE | $2,125 | $4,683-54.6% | $4,082-47.9% | $5,609-62.1% |
| Admin fee / account holder | $10,663 | $6,675+59.8% | $5,479+94.6% | $10,828-1.5% |