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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 | $55,206 | $92,766-40.5% | $82,763-33.3% | $134,545-59.0% |
| Participation rate | 43.8% | 75.2%-31.5pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -23.68% | 946.97%-970.7pp | 702.45%-726.1pp | 418.37%-442.0pp |
| Employer contribution / active EE | $1,050 | $3,273-67.9% | $3,008-65.1% | $4,742-77.8% |
| Participant deferral / active EE | $1,050 | $4,802-78.1% | $4,395-76.1% | $6,401-83.6% |
| Admin fee / account holder | $469 | $5,978-92.2% | $5,325-91.2% | $11,431-95.9% |