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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 | $32,605 | $97,732-66.6% | $83,831-61.1% | $135,380-75.9% |
| Participation rate | 45.8% | 80.0%-34.1pp | 76.1%-30.3pp | 82.6%-36.8pp |
| Annual return | -12.25% | 1287.56%-1299.8pp | 850.99%-863.2pp | 519.81%-532.1pp |
| Employer contribution / active EE | $1,612 | $4,222-61.8% | $3,631-55.6% | $4,779-66.3% |
| Participant deferral / active EE | $2,976 | $4,683-36.5% | $4,082-27.1% | $5,609-46.9% |
| Admin fee / account holder | $595 | $6,675-91.1% | $5,479-89.1% | $10,828-94.5% |