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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 | $47,209 | $99,011-52.3% | $86,582-45.5% | $147,586-68.0% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | -21.26% | 1312.75%-1334.0pp | 965.08%-986.3pp | 578.59%-599.9pp |
| Employer contribution / active EE | $1,140 | $3,132-63.6% | $2,839-59.9% | $4,876-76.6% |
| Participant deferral / active EE | $8,000 | $3,972+101.4% | $3,609+121.7% | $5,439+47.1% |
| Admin fee / account holder | $7,110 | $5,709+24.5% | $4,904+45.0% | $10,886-34.7% |