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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 | $30,666 | $92,766-66.9% | $82,763-62.9% | $134,545-77.2% |
| Participation rate | 64.7% | 75.2%-10.5pp | 72.6%-7.9pp | 81.2%-16.5pp |
| Annual return | -21.23% | 946.97%-968.2pp | 702.45%-723.7pp | 418.37%-439.6pp |
| Employer contribution / active EE | $2,366 | $3,273-27.7% | $3,008-21.3% | $4,742-50.1% |
| Participant deferral / active EE | $3,988 | $4,802-16.9% | $4,395-9.3% | $6,401-37.7% |
| Admin fee / account holder | $1,970 | $5,978-67.0% | $5,325-63.0% | $11,431-82.8% |