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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 | $33,001 | $88,815-62.8% | $81,882-59.7% | $145,897-77.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -17.03% | 1033.75%-1050.8pp | 779.47%-796.5pp | 552.29%-569.3pp |
| Employer contribution / active EE | $2,634 | $3,086-14.7% | $2,916-9.7% | $4,663-43.5% |
| Participant deferral / active EE | $5,936 | $4,647+27.7% | $4,323+37.3% | $6,689-11.3% |
| Admin fee / account holder | $9,773 | $8,434+15.9% | $7,360+32.8% | $13,390-27.0% |