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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 | $28,075 | $97,729-71.3% | $83,830-66.5% | $135,379-79.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -14.96% | 1287.52%-1302.5pp | 850.97%-865.9pp | 519.79%-534.7pp |
| Employer contribution / active EE | $3,507 | $4,222-16.9% | $3,631-3.4% | $4,779-26.6% |
| Participant deferral / active EE | $8,330 | $4,683+77.9% | $4,082+104.1% | $5,609+48.5% |
| Admin fee / account holder | $1,335 | $6,674-80.0% | $5,479-75.6% | $10,828-87.7% |