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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 | $38,110 | $92,743-58.9% | $82,744-53.9% | $134,532-71.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -25.08% | 946.63%-971.7pp | 702.22%-727.3pp | 418.27%-443.3pp |
| Employer contribution / active EE | $555 | $3,273-83.1% | $3,008-81.6% | $4,741-88.3% |
| Participant deferral / active EE | $1,771 | $4,802-63.1% | $4,395-59.7% | $6,401-72.3% |
| Admin fee / account holder | $442 | $5,977-92.6% | $5,325-91.7% | $11,429-96.1% |