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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 | $18,077 | $97,761-81.5% | $83,850-78.4% | $135,382-86.6% |
| Participation rate | 35.7% | 80.0%-44.2pp | 76.1%-40.4pp | 82.6%-46.9pp |
| Annual return | -13.48% | 1287.44%-1300.9pp | 850.92%-864.4pp | 519.77%-533.3pp |
| Employer contribution / active EE | $1,067 | $4,222-74.7% | $3,631-70.6% | $4,779-77.7% |
| Participant deferral / active EE | $2,955 | $4,682-36.9% | $4,082-27.6% | $5,609-47.3% |
| Admin fee / account holder | $845 | $6,674-87.3% | $5,478-84.6% | $10,829-92.2% |