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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 | $39,428 | $97,732-59.7% | $83,831-53.0% | $135,380-70.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -10.35% | 1287.56%-1297.9pp | 850.99%-861.3pp | 519.81%-530.2pp |
| Employer contribution / active EE | $1,230 | $4,222-70.9% | $3,631-66.1% | $4,779-74.3% |
| Participant deferral / active EE | $1,522 | $4,683-67.5% | $4,082-62.7% | $5,609-72.9% |
| Admin fee / account holder | $1,080 | $6,675-83.8% | $5,479-80.3% | $10,828-90.0% |