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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 | $18,851 | $82,630-77.2% | $64,105-70.6% | $125,389-85.0% |
| Participation rate | 23.1% | 75.9%-52.8pp | 68.2%-45.1pp | 83.2%-60.1pp |
| Annual return | -4.42% | 1489.72%-1494.1pp | 791.24%-795.7pp | 282.24%-286.7pp |
| Employer contribution / active EE | $667 | $2,671-75.0% | $1,820-63.3% | $4,866-86.3% |
| Participant deferral / active EE | $1,305 | $3,608-63.8% | $2,822-53.8% | $5,352-75.6% |
| Admin fee / account holder | $3,406 | $6,382-46.6% | $4,499-24.3% | $9,541-64.3% |