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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 | $45,911 | $103,008-55.4% | $90,304-49.2% | $152,897-70.0% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | -0.68% | 95.22%-95.9pp | 78.13%-78.8pp | 345.43%-346.1pp |
| Employer contribution / active EE | $1,347 | $3,139-57.1% | $2,855-52.8% | $4,764-71.7% |
| Participant deferral / active EE | $3,804 | $4,281-11.1% | $3,885-2.1% | $5,851-35.0% |
| Admin fee / account holder | $14,417 | $6,175+133.5% | $5,354+169.3% | $11,599+24.3% |