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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 | $28,960 | $92,743-68.8% | $82,744-65.0% | $134,532-78.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -22.83% | 946.63%-969.5pp | 702.22%-725.1pp | 418.27%-441.1pp |
| Employer contribution / active EE | $1,341 | $3,273-59.0% | $3,008-55.4% | $4,741-71.7% |
| Participant deferral / active EE | $2,205 | $4,802-54.1% | $4,395-49.8% | $6,401-65.6% |
| Admin fee / account holder | $2,748 | $5,977-54.0% | $5,325-48.4% | $11,429-76.0% |