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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 | $58,929 | $97,732-39.7% | $83,831-29.7% | $135,380-56.5% |
| Participation rate | 64.7% | 80.0%-15.2pp | 76.1%-11.4pp | 82.6%-17.9pp |
| Annual return | -11.09% | 1287.56%-1298.6pp | 850.99%-862.1pp | 519.81%-530.9pp |
| Employer contribution / active EE | $1,958 | $4,222-53.6% | $3,631-46.1% | $4,779-59.0% |
| Participant deferral / active EE | $4,110 | $4,683-12.2% | $4,082+0.7% | $5,609-26.7% |
| Admin fee / account holder | $474 | $6,675-92.9% | $5,479-91.3% | $10,828-95.6% |