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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 | $66,021 | $90,606-27.1% | $79,466-16.9% | $135,379-51.2% |
| Participation rate | 53.8% | 76.0%-22.2pp | 73.3%-19.5pp | 82.6%-28.8pp |
| Annual return | -15.25% | 977.69%-992.9pp | 718.28%-733.5pp | 519.79%-535.0pp |
| Employer contribution / active EE | $1,019 | $3,068-66.8% | $2,800-63.6% | $4,779-78.7% |
| Participant deferral / active EE | $2,843 | $4,050-29.8% | $3,704-23.2% | $5,609-49.3% |
| Admin fee / account holder | $1,666 | $5,895-71.7% | $5,104-67.4% | $10,828-84.6% |