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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 | $38,204 | $82,630-53.8% | $64,105-40.4% | $125,389-69.5% |
| Participation rate | 46.2% | 75.9%-29.7pp | 68.2%-22.0pp | 83.2%-37.0pp |
| Annual return | -4.80% | 1489.72%-1494.5pp | 791.24%-796.0pp | 282.24%-287.0pp |
| Employer contribution / active EE | $760 | $2,671-71.5% | $1,820-58.2% | $4,866-84.4% |
| Participant deferral / active EE | $3,485 | $3,608-3.4% | $2,822+23.5% | $5,352-34.9% |
| Admin fee / account holder | $3,058 | $6,382-52.1% | $4,499-32.0% | $9,541-67.9% |