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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 | $64,556 | $92,743-30.4% | $82,744-22.0% | $134,532-52.0% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -21.75% | 946.63%-968.4pp | 702.22%-724.0pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,035 | $3,273-68.4% | $3,008-65.6% | $4,741-78.2% |
| Participant deferral / active EE | $7,401 | $4,802+54.1% | $4,395+68.4% | $6,401+15.6% |
| Admin fee / account holder | $491 | $5,977-91.8% | $5,325-90.8% | $11,429-95.7% |