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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 | $21,241 | $82,630-74.3% | $64,105-66.9% | $125,389-83.1% |
| Participation rate | 37.5% | 75.9%-38.4pp | 68.2%-30.7pp | 83.2%-45.7pp |
| Annual return | -11.08% | 1489.72%-1500.8pp | 791.24%-802.3pp | 282.24%-293.3pp |
| Employer contribution / active EE | $1,357 | $2,671-49.2% | $1,820-25.4% | $4,866-72.1% |
| Participant deferral / active EE | $4,911 | $3,608+36.1% | $2,822+74.0% | $5,352-8.2% |
| Admin fee / account holder | $2,581 | $6,382-59.6% | $4,499-42.6% | $9,541-72.9% |