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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 | $35,122 | $88,754-60.4% | $81,820-57.1% | $145,877-75.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -0.31% | 1031.77%-1032.1pp | 777.93%-778.2pp | 551.28%-551.6pp |
| Employer contribution / active EE | $571 | $3,085-81.5% | $2,915-80.4% | $4,663-87.8% |
| Participant deferral / active EE | $1,000 | $4,648-78.5% | $4,323-76.9% | $6,691-85.1% |
| Admin fee / account holder | $390 | $8,424-95.4% | $7,391-94.7% | $13,402-97.1% |