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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 | $50,865 | $88,815-42.7% | $81,882-37.9% | $145,897-65.1% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | -4.56% | 1033.75%-1038.3pp | 779.47%-784.0pp | 552.29%-556.9pp |
| Employer contribution / active EE | $2,193 | $3,086-28.9% | $2,916-24.8% | $4,663-53.0% |
| Participant deferral / active EE | $6,481 | $4,647+39.5% | $4,323+49.9% | $6,689-3.1% |
| Admin fee / account holder | $24,709 | $8,434+193.0% | $7,360+235.7% | $13,390+84.5% |