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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 | $37,397 | $97,729-61.7% | $83,830-55.4% | $135,379-72.4% |
| Participation rate | 30.0% | 80.0%-50.0pp | 76.1%-46.1pp | 82.6%-52.6pp |
| Annual return | -9.74% | 1287.52%-1297.3pp | 850.97%-860.7pp | 519.79%-529.5pp |
| Employer contribution / active EE | $955 | $4,222-77.4% | $3,631-73.7% | $4,779-80.0% |
| Participant deferral / active EE | $4,527 | $4,683-3.3% | $4,082+10.9% | $5,609-19.3% |
| Admin fee / account holder | $25,613 | $6,674+283.8% | $5,479+367.5% | $10,828+136.5% |