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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 | $56,144 | $82,630-32.1% | $64,105-12.4% | $125,389-55.2% |
| Participation rate | 33.3% | 75.9%-42.5pp | 68.2%-34.8pp | 83.2%-49.9pp |
| Annual return | -4.41% | 1489.72%-1494.1pp | 791.24%-795.7pp | 282.24%-286.7pp |
| Employer contribution / active EE | $287 | $2,671-89.3% | $1,820-84.2% | $4,866-94.1% |
| Participant deferral / active EE | $1,386 | $3,608-61.6% | $2,822-50.9% | $5,352-74.1% |
| Admin fee / account holder | $1,706 | $6,382-73.3% | $4,499-62.1% | $9,541-82.1% |