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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 | $33,498 | $97,729-65.7% | $83,830-60.0% | $135,379-75.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -32.87% | 1287.52%-1320.4pp | 850.97%-883.8pp | 519.79%-552.7pp |
| Employer contribution / active EE | $3,182 | $4,222-24.6% | $3,631-12.4% | $4,779-33.4% |
| Participant deferral / active EE | $9,859 | $4,683+110.5% | $4,082+141.5% | $5,609+75.8% |
| Admin fee / account holder | $544 | $6,674-91.8% | $5,479-90.1% | $10,828-95.0% |