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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 | $33,407 | $97,732-65.8% | $83,831-60.1% | $135,380-75.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -10.86% | 1287.56%-1298.4pp | 850.99%-861.8pp | 519.81%-530.7pp |
| Employer contribution / active EE | $793 | $4,222-81.2% | $3,631-78.2% | $4,779-83.4% |
| Participant deferral / active EE | $2,273 | $4,683-51.5% | $4,082-44.3% | $5,609-59.5% |
| Admin fee / account holder | $4,893 | $6,675-26.7% | $5,479-10.7% | $10,828-54.8% |