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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 | $33,614 | $82,630-59.3% | $64,105-47.6% | $125,389-73.2% |
| Participation rate | 54.5% | 75.9%-21.3pp | 68.2%-13.6pp | 83.2%-28.6pp |
| Annual return | -4.86% | 1489.72%-1494.6pp | 791.24%-796.1pp | 282.24%-287.1pp |
| Employer contribution / active EE | $926 | $2,671-65.3% | $1,820-49.1% | $4,866-81.0% |
| Participant deferral / active EE | $2,024 | $3,608-43.9% | $2,822-28.3% | $5,352-62.2% |
| Admin fee / account holder | $2,276 | $6,382-64.3% | $4,499-49.4% | $9,541-76.1% |