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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 | $53,491 | $82,630-35.3% | $64,105-16.6% | $125,389-57.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -4.36% | 1489.72%-1494.1pp | 791.24%-795.6pp | 282.24%-286.6pp |
| Employer contribution / active EE | $1,074 | $2,671-59.8% | $1,820-41.0% | $4,866-77.9% |
| Participant deferral / active EE | $2,660 | $3,608-26.3% | $2,822-5.7% | $5,352-50.3% |
| Admin fee / account holder | $1,715 | $6,382-73.1% | $4,499-61.9% | $9,541-82.0% |