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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 | $12,850 | $92,684-86.1% | $82,706-84.5% | $134,509-90.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -23.52% | 945.84%-969.4pp | 701.76%-725.3pp | 418.13%-441.7pp |
| Employer contribution / active EE | $1,569 | $3,272-52.0% | $3,007-47.8% | $4,741-66.9% |
| Participant deferral / active EE | $2,354 | $4,800-51.0% | $4,394-46.4% | $6,400-63.2% |
| Admin fee / account holder | $359 | $5,982-94.0% | $5,329-93.3% | $11,427-96.9% |