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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 | $42,601 | $82,630-48.4% | $64,105-33.5% | $125,389-66.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -3.95% | 1489.72%-1493.7pp | 791.24%-795.2pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,717 | $2,671-35.7% | $1,820-5.7% | $4,866-64.7% |
| Participant deferral / active EE | $3,798 | $3,608+5.2% | $2,822+34.6% | $5,352-29.0% |
| Admin fee / account holder | $392 | $6,382-93.9% | $4,499-91.3% | $9,541-95.9% |