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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 | $47,507 | $92,743-48.8% | $82,744-42.6% | $134,532-64.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -21.72% | 946.63%-968.4pp | 702.22%-723.9pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,379 | $3,273-57.9% | $3,008-54.2% | $4,741-70.9% |
| Participant deferral / active EE | $2,464 | $4,802-48.7% | $4,395-43.9% | $6,401-61.5% |
| Admin fee / account holder | $2,549 | $5,977-57.4% | $5,325-52.1% | $11,429-77.7% |