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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 | $22,329 | $138,102-83.8% | $125,381-82.2% | $134,532-83.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -27.66% | 750.73%-778.4pp | 572.31%-600.0pp | 418.27%-445.9pp |
| Employer contribution / active EE | $3,171 | $5,245-39.6% | $4,815-34.2% | $4,741-33.1% |
| Participant deferral / active EE | $10,531 | $7,801+35.0% | $7,448+41.4% | $6,401+64.5% |
| Admin fee / account holder | $2,293 | $11,568-80.2% | $10,007-77.1% | $11,429-79.9% |