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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 | $79,892 | $97,732-18.3% | $83,831-4.7% | $135,380-41.0% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -15.27% | 1287.56%-1302.8pp | 850.99%-866.3pp | 519.81%-535.1pp |
| Employer contribution / active EE | $1,229 | $4,222-70.9% | $3,631-66.2% | $4,779-74.3% |
| Participant deferral / active EE | $7,075 | $4,683+51.1% | $4,082+73.3% | $5,609+26.1% |
| Admin fee / account holder | $6,503 | $6,675-2.6% | $5,479+18.7% | $10,828-39.9% |