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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 | $22,519 | $84,464-73.3% | $61,399-63.3% | $134,509-83.3% |
| Participation rate | 23.5% | 62.2%-38.7pp | 52.6%-29.0pp | 81.2%-57.7pp |
| Annual return | -24.18% | 585.06%-609.2pp | 338.81%-363.0pp | 418.13%-442.3pp |
| Employer contribution / active EE | $772 | $1,545-50.0% | $1,159-33.4% | $4,741-83.7% |
| Participant deferral / active EE | $1,281 | $2,818-54.5% | $2,124-39.7% | $6,400-80.0% |
| Admin fee / account holder | $1,706 | $2,587-34.1% | $2,131-19.9% | $11,427-85.1% |