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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 | $32,165 | $92,743-65.3% | $82,744-61.1% | $134,532-76.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -22.59% | 946.63%-969.2pp | 702.22%-724.8pp | 418.27%-440.9pp |
| Employer contribution / active EE | $1,687 | $3,273-48.5% | $3,008-43.9% | $4,741-64.4% |
| Participant deferral / active EE | $1,768 | $4,802-63.2% | $4,395-59.8% | $6,401-72.4% |
| Admin fee / account holder | $727 | $5,977-87.8% | $5,325-86.4% | $11,429-93.6% |