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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 | $48,807 | $96,361-49.3% | $80,607-39.5% | $139,456-65.0% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | -1.43% | 1350.95%-1352.4pp | 936.11%-937.5pp | 373.45%-374.9pp |
| Employer contribution / active EE | $1,637 | $3,262-49.8% | $2,724-39.9% | $4,753-65.6% |
| Participant deferral / active EE | $2,108 | $5,232-59.7% | $4,448-52.6% | $6,711-68.6% |
| Admin fee / account holder | $4,531 | $6,601-31.4% | $5,379-15.8% | $11,407-60.3% |