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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 | $22,592 | $190,916-88.2% | $160,037-85.9% | $134,545-83.2% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.7pp | 81.2%-47.9pp |
| Annual return | -20.53% | 552.79%-573.3pp | 408.95%-429.5pp | 418.37%-438.9pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,672 | $6,925-75.9% | $6,184-73.0% | $6,401-73.9% |
| Admin fee / account holder | $499 | $10,497-95.2% | $8,716-94.3% | $11,431-95.6% |