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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 | $35,071 | $97,732-64.1% | $83,831-58.2% | $135,380-74.1% |
| Participation rate | 38.5% | 80.0%-41.5pp | 76.1%-37.7pp | 82.6%-44.2pp |
| Annual return | -9.96% | 1287.56%-1297.5pp | 850.99%-860.9pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,267 | $4,222-70.0% | $3,631-65.1% | $4,779-73.5% |
| Participant deferral / active EE | $2,680 | $4,683-42.8% | $4,082-34.3% | $5,609-52.2% |
| Admin fee / account holder | $1,623 | $6,675-75.7% | $5,479-70.4% | $10,828-85.0% |