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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 | $29,308 | $96,123-69.5% | $77,361-62.1% | $198,609-85.2% |
| Participation rate | 42.9% | 81.1%-38.3pp | 75.0%-32.1pp | 82.4%-39.5pp |
| Annual return | -32.70% | 2054.81%-2087.5pp | 1011.54%-1044.2pp | 202.70%-235.4pp |
| Employer contribution / active EE | $913 | $3,791-75.9% | $2,990-69.5% | $5,055-81.9% |
| Participant deferral / active EE | $1,949 | $4,975-60.8% | $3,911-50.2% | $6,977-72.1% |
| Admin fee / account holder | $4,674 | $9,471-50.6% | $5,894-20.7% | $19,030-75.4% |