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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 | $45,141 | $82,630-45.4% | $64,105-29.6% | $125,389-64.0% |
| Participation rate | 37.5% | 75.9%-38.4pp | 68.2%-30.7pp | 83.2%-45.7pp |
| Annual return | -4.51% | 1489.72%-1494.2pp | 791.24%-795.8pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,521 | $2,671-43.0% | $1,820-16.4% | $4,866-68.7% |
| Participant deferral / active EE | $3,623 | $3,608+0.4% | $2,822+28.4% | $5,352-32.3% |
| Admin fee / account holder | $3,885 | $6,382-39.1% | $4,499-13.7% | $9,541-59.3% |