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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 | $39,057 | $97,729-60.0% | $83,830-53.4% | $135,379-71.2% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -14.18% | 1287.52%-1301.7pp | 850.97%-865.1pp | 519.79%-534.0pp |
| Employer contribution / active EE | $1,169 | $4,222-72.3% | $3,631-67.8% | $4,779-75.5% |
| Participant deferral / active EE | $5,069 | $4,683+8.2% | $4,082+24.2% | $5,609-9.6% |
| Admin fee / account holder | $694 | $6,674-89.6% | $5,479-87.3% | $10,828-93.6% |