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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 | $54,388 | $104,106-47.8% | $71,086-23.5% | $135,382-59.8% |
| Participation rate | 25.0% | 65.7%-40.7pp | 54.7%-29.7pp | 82.6%-57.6pp |
| Annual return | -73.09% | 1256.30%-1329.4pp | 650.59%-723.7pp | 519.77%-592.9pp |
| Employer contribution / active EE | $1,459 | $1,485-1.7% | $1,088+34.2% | $4,779-69.5% |
| Participant deferral / active EE | $1,459 | $2,527-42.3% | $1,874-22.1% | $5,609-74.0% |
| Admin fee / account holder | $1,007 | $4,142-75.7% | $3,082-67.3% | $10,829-90.7% |