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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 | $45,098 | $97,732-53.9% | $83,831-46.2% | $135,380-66.7% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -9.66% | 1287.56%-1297.2pp | 850.99%-860.7pp | 519.81%-529.5pp |
| Employer contribution / active EE | $917 | $4,222-78.3% | $3,631-74.7% | $4,779-80.8% |
| Participant deferral / active EE | $4,186 | $4,683-10.6% | $4,082+2.5% | $5,609-25.4% |
| Admin fee / account holder | $497 | $6,675-92.6% | $5,479-90.9% | $10,828-95.4% |