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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 | $38,032 | $97,732-61.1% | $83,831-54.6% | $135,380-71.9% |
| Participation rate | 47.1% | 80.0%-32.9pp | 76.1%-29.1pp | 82.6%-35.6pp |
| Annual return | -11.11% | 1287.56%-1298.7pp | 850.99%-862.1pp | 519.81%-530.9pp |
| Employer contribution / active EE | $1,145 | $4,222-72.9% | $3,631-68.5% | $4,779-76.0% |
| Participant deferral / active EE | $3,150 | $4,683-32.7% | $4,082-22.8% | $5,609-43.8% |
| Admin fee / account holder | $1,430 | $6,675-78.6% | $5,479-73.9% | $10,828-86.8% |