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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 | $32,476 | $92,743-65.0% | $82,744-60.8% | $134,532-75.9% |
| Participation rate | 30.8% | 75.2%-44.4pp | 72.6%-41.8pp | 81.2%-50.5pp |
| Annual return | -22.01% | 946.63%-968.6pp | 702.22%-724.2pp | 418.27%-440.3pp |
| Employer contribution / active EE | $715 | $3,273-78.2% | $3,008-76.2% | $4,741-84.9% |
| Participant deferral / active EE | $2,646 | $4,802-44.9% | $4,395-39.8% | $6,401-58.7% |
| Admin fee / account holder | $1,653 | $5,977-72.3% | $5,325-69.0% | $11,429-85.5% |