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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 | $77,745 | $82,630-5.9% | $64,105+21.3% | $125,389-38.0% |
| Participation rate | 40.0% | 75.9%-35.9pp | 68.2%-28.2pp | 83.2%-43.2pp |
| Annual return | -4.08% | 1489.72%-1493.8pp | 791.24%-795.3pp | 282.24%-286.3pp |
| Employer contribution / active EE | $1,040 | $2,671-61.1% | $1,820-42.9% | $4,866-78.6% |
| Participant deferral / active EE | $1,965 | $3,608-45.5% | $2,822-30.4% | $5,352-63.3% |
| Admin fee / account holder | $4,571 | $6,382-28.4% | $4,499+1.6% | $9,541-52.1% |