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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 | $18,079 | $72,071-74.9% | $68,368-73.6% | $137,256-86.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | -18.45% | 353.14%-371.6pp | 292.57%-311.0pp | 220.34%-238.8pp |
| Employer contribution / active EE | $1,069 | $2,788-61.7% | $2,649-59.6% | $4,156-74.3% |
| Participant deferral / active EE | $2,059 | $4,410-53.3% | $4,123-50.1% | $6,407-67.9% |
| Admin fee / account holder | $2,171 | $5,336-59.3% | $5,150-57.9% | $12,270-82.3% |