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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 | $32,357 | $92,684-65.1% | $82,706-60.9% | $134,509-75.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -21.79% | 945.84%-967.6pp | 701.76%-723.6pp | 418.13%-439.9pp |
| Employer contribution / active EE | $1,542 | $3,272-52.9% | $3,007-48.7% | $4,741-67.5% |
| Participant deferral / active EE | $4,375 | $4,800-8.8% | $4,394-0.4% | $6,400-31.6% |
| Admin fee / account holder | $528 | $5,982-91.2% | $5,329-90.1% | $11,427-95.4% |