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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 | $19,929 | $90,606-78.0% | $79,466-74.9% | $135,379-85.3% |
| Participation rate | 30.8% | 76.0%-45.3pp | 73.3%-42.6pp | 82.6%-51.9pp |
| Annual return | -12.89% | 977.69%-990.6pp | 718.28%-731.2pp | 519.79%-532.7pp |
| Employer contribution / active EE | $1,518 | $3,068-50.5% | $2,800-45.8% | $4,779-68.2% |
| Participant deferral / active EE | $2,442 | $4,050-39.7% | $3,704-34.1% | $5,609-56.5% |
| Admin fee / account holder | $2,550 | $5,895-56.7% | $5,104-50.0% | $10,828-76.4% |