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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 | $42,260 | $84,684-50.1% | $73,835-42.8% | $125,388-66.3% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -5.40% | 3123.93%-3129.3pp | 2268.13%-2273.5pp | 282.24%-287.6pp |
| Employer contribution / active EE | $616 | $3,123-80.3% | $2,788-77.9% | $4,866-87.3% |
| Participant deferral / active EE | $8,067 | $3,993+102.0% | $3,583+125.1% | $5,352+50.7% |
| Admin fee / account holder | $339 | $5,691-94.0% | $4,880-93.1% | $9,541-96.5% |