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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 | $73,742 | $97,729-24.5% | $83,830-12.0% | $135,379-45.5% |
| Participation rate | 41.2% | 80.0%-38.8pp | 76.1%-35.0pp | 82.6%-41.5pp |
| Annual return | -9.65% | 1287.52%-1297.2pp | 850.97%-860.6pp | 519.79%-529.4pp |
| Employer contribution / active EE | $1,441 | $4,222-65.9% | $3,631-60.3% | $4,779-69.8% |
| Participant deferral / active EE | $2,815 | $4,683-39.9% | $4,082-31.0% | $5,609-49.8% |
| Admin fee / account holder | $29,955 | $6,674+348.8% | $5,479+446.8% | $10,828+176.6% |