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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 | $55,489 | $82,630-32.8% | $64,105-13.4% | $125,389-55.7% |
| Participation rate | 42.9% | 75.9%-33.0pp | 68.2%-25.3pp | 83.2%-40.3pp |
| Annual return | -9.23% | 1489.72%-1498.9pp | 791.24%-800.5pp | 282.24%-291.5pp |
| Employer contribution / active EE | $793 | $2,671-70.3% | $1,820-56.4% | $4,866-83.7% |
| Participant deferral / active EE | $1,581 | $3,608-56.2% | $2,822-44.0% | $5,352-70.5% |
| Admin fee / account holder | $740 | $6,382-88.4% | $4,499-83.5% | $9,541-92.2% |