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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 | $33,902 | $97,761-65.3% | $83,850-59.6% | $135,382-75.0% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | -10.62% | 1287.44%-1298.1pp | 850.92%-861.5pp | 519.77%-530.4pp |
| Employer contribution / active EE | $1,204 | $4,222-71.5% | $3,631-66.8% | $4,779-74.8% |
| Participant deferral / active EE | $2,921 | $4,682-37.6% | $4,082-28.4% | $5,609-47.9% |
| Admin fee / account holder | $350 | $6,674-94.8% | $5,478-93.6% | $10,829-96.8% |