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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 | $43,825 | $92,766-52.8% | $82,763-47.0% | $134,545-67.4% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -21.70% | 946.97%-968.7pp | 702.45%-724.2pp | 418.37%-440.1pp |
| Employer contribution / active EE | $409 | $3,273-87.5% | $3,008-86.4% | $4,742-91.4% |
| Participant deferral / active EE | $3,519 | $4,802-26.7% | $4,395-19.9% | $6,401-45.0% |
| Admin fee / account holder | $2,815 | $5,978-52.9% | $5,325-47.1% | $11,431-75.4% |