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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 | $14,800 | $138,114-89.3% | $125,391-88.2% | $134,545-89.0% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -49.17% | 750.88%-800.1pp | 572.41%-621.6pp | 418.37%-467.5pp |
| Employer contribution / active EE | $1,453 | $5,246-72.3% | $4,816-69.8% | $4,742-69.3% |
| Participant deferral / active EE | $5,357 | $7,801-31.3% | $7,448-28.1% | $6,401-16.3% |
| Admin fee / account holder | $355 | $11,570-96.9% | $10,009-96.4% | $11,431-96.9% |