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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 | $24,052 | $97,761-75.4% | $83,850-71.3% | $135,382-82.2% |
| Participation rate | 45.5% | 80.0%-34.5pp | 76.1%-30.7pp | 82.6%-37.2pp |
| Annual return | -13.09% | 1287.44%-1300.5pp | 850.92%-864.0pp | 519.77%-532.9pp |
| Employer contribution / active EE | $904 | $4,222-78.6% | $3,631-75.1% | $4,779-81.1% |
| Participant deferral / active EE | $1,387 | $4,682-70.4% | $4,082-66.0% | $5,609-75.3% |
| Admin fee / account holder | $3,432 | $6,674-48.6% | $5,478-37.4% | $10,829-68.3% |