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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 | $47,082 | $99,668-52.8% | $86,451-45.5% | $134,545-65.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -34.42% | 6789.61%-6824.0pp | 4398.51%-4432.9pp | 418.37%-452.8pp |
| Employer contribution / active EE | $2,164 | $4,403-50.8% | $3,770-42.6% | $4,742-54.4% |
| Participant deferral / active EE | $6,769 | $7,249-6.6% | $6,953-2.6% | $6,401+5.7% |
| Admin fee / account holder | $7,520 | $8,377-10.2% | $6,734+11.7% | $11,431-34.2% |