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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 | $41,885 | $88,754-52.8% | $81,820-48.8% | $145,877-71.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -44.28% | 1031.77%-1076.1pp | 777.93%-822.2pp | 551.28%-595.6pp |
| Employer contribution / active EE | $1,850 | $3,085-40.0% | $2,915-36.5% | $4,663-60.3% |
| Participant deferral / active EE | $7,863 | $4,648+69.2% | $4,323+81.9% | $6,691+17.5% |
| Admin fee / account holder | $21,980 | $8,424+160.9% | $7,391+197.4% | $13,402+64.0% |