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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 | $44,704 | $169,356-73.6% | $129,406-65.5% | $145,897-69.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | -21.89% | 14418.62%-14440.5pp | 9468.18%-9490.1pp | 552.29%-574.2pp |
| Employer contribution / active EE | $1,339 | $5,542-75.8% | $4,155-67.8% | $4,663-71.3% |
| Participant deferral / active EE | $1,661 | $4,987-66.7% | $4,167-60.1% | $6,689-75.2% |
| Admin fee / account holder | $12,925 | $9,915+30.4% | $7,689+68.1% | $13,390-3.5% |