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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 | $27,253 | $90,607-69.9% | $79,467-65.7% | $135,380-79.9% |
| Participation rate | 52.4% | 76.0%-23.7pp | 73.3%-21.0pp | 82.6%-30.3pp |
| Annual return | -9.92% | 977.74%-987.7pp | 718.30%-728.2pp | 519.81%-529.7pp |
| Employer contribution / active EE | $727 | $3,068-76.3% | $2,800-74.1% | $4,779-84.8% |
| Participant deferral / active EE | $1,473 | $4,050-63.6% | $3,704-60.2% | $5,609-73.7% |
| Admin fee / account holder | $1,657 | $5,895-71.9% | $5,104-67.5% | $10,828-84.7% |