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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 | $29,578 | $138,114-78.6% | $125,391-76.4% | $134,545-78.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -27.22% | 750.88%-778.1pp | 572.41%-599.6pp | 418.37%-445.6pp |
| Employer contribution / active EE | $1,044 | $5,246-80.1% | $4,816-78.3% | $4,742-78.0% |
| Participant deferral / active EE | $3,223 | $7,801-58.7% | $7,448-56.7% | $6,401-49.7% |
| Admin fee / account holder | $568 | $11,570-95.1% | $10,009-94.3% | $11,431-95.0% |