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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 | $32,839 | $97,732-66.4% | $83,831-60.8% | $135,380-75.7% |
| Participation rate | 45.8% | 80.0%-34.1pp | 76.1%-30.3pp | 82.6%-36.8pp |
| Annual return | -9.87% | 1287.56%-1297.4pp | 850.99%-860.9pp | 519.81%-529.7pp |
| Employer contribution / active EE | $729 | $4,222-82.7% | $3,631-79.9% | $4,779-84.7% |
| Participant deferral / active EE | $1,593 | $4,683-66.0% | $4,082-61.0% | $5,609-71.6% |
| Admin fee / account holder | $1,100 | $6,675-83.5% | $5,479-79.9% | $10,828-89.8% |