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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 | $45,971 | $92,684-50.4% | $82,706-44.4% | $134,509-65.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -22.00% | 945.84%-967.8pp | 701.76%-723.8pp | 418.13%-440.1pp |
| Employer contribution / active EE | $1,538 | $3,272-53.0% | $3,007-48.8% | $4,741-67.5% |
| Participant deferral / active EE | $4,621 | $4,800-3.7% | $4,394+5.2% | $6,400-27.8% |
| Admin fee / account holder | $30,687 | $5,982+413.0% | $5,329+475.9% | $11,427+168.6% |