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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 | $18,188 | $96,678-81.2% | $86,640-79.0% | $139,466-87.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | -57.51% | 106.69%-164.2pp | 592.52%-650.0pp | 373.66%-431.2pp |
| Employer contribution / active EE | $1,040 | $3,265-68.2% | $3,024-65.6% | $4,754-78.1% |
| Participant deferral / active EE | $1,210 | $4,837-75.0% | $4,438-72.7% | $6,712-82.0% |
| Admin fee / account holder | $589 | $6,410-90.8% | $5,616-89.5% | $11,409-94.8% |