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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 | $37,718 | $92,743-59.3% | $82,744-54.4% | $134,532-72.0% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.1pp | 81.2%-35.8pp |
| Annual return | -26.58% | 946.63%-973.2pp | 702.22%-728.8pp | 418.27%-444.8pp |
| Employer contribution / active EE | $982 | $3,273-70.0% | $3,008-67.3% | $4,741-79.3% |
| Participant deferral / active EE | $4,569 | $4,802-4.8% | $4,395+4.0% | $6,401-28.6% |
| Admin fee / account holder | $1,261 | $5,977-78.9% | $5,325-76.3% | $11,429-89.0% |