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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 | $39,960 | $84,685-52.8% | $73,836-45.9% | $125,389-68.1% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.4%-30.6pp | 83.2%-40.3pp |
| Annual return | -5.99% | 3123.80%-3129.8pp | 2268.06%-2274.0pp | 282.24%-288.2pp |
| Employer contribution / active EE | $1,088 | $3,123-65.2% | $2,787-61.0% | $4,866-77.6% |
| Participant deferral / active EE | $1,511 | $3,993-62.2% | $3,583-57.8% | $5,352-71.8% |
| Admin fee / account holder | $6,938 | $5,694+21.9% | $4,882+42.1% | $9,541-27.3% |