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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 | $97,759-59.7% | $83,849-53.0% | $135,377-70.9% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -10.35% | 1287.41%-1297.8pp | 850.91%-861.3pp | 519.75%-530.1pp |
| Employer contribution / active EE | $1,230 | $4,222-70.9% | $3,631-66.1% | $4,779-74.3% |
| Participant deferral / active EE | $1,522 | $4,682-67.5% | $4,082-62.7% | $5,609-72.9% |
| Admin fee / account holder | $1,080 | $6,674-83.8% | $5,478-80.3% | $10,828-90.0% |