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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 | $47,335 | $102,635-53.9% | $86,209-45.1% | $139,456-66.1% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.0%-40.4pp | 80.3%-51.8pp |
| Annual return | -0.13% | 1923.53%-1923.7pp | 1169.05%-1169.2pp | 373.45%-373.6pp |
| Employer contribution / active EE | $901 | $3,034-70.3% | $2,381-62.2% | $4,753-81.0% |
| Participant deferral / active EE | $1,612 | $4,677-65.5% | $3,986-59.6% | $6,711-76.0% |
| Admin fee / account holder | $1,694 | $8,661-80.4% | $6,853-75.3% | $11,407-85.1% |