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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 | $14,350 | $92,743-84.5% | $82,744-82.7% | $134,532-89.3% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -27.28% | 946.63%-973.9pp | 702.22%-729.5pp | 418.27%-445.5pp |
| Employer contribution / active EE | $1,592 | $3,273-51.4% | $3,008-47.1% | $4,741-66.4% |
| Participant deferral / active EE | $3,818 | $4,802-20.5% | $4,395-13.1% | $6,401-40.4% |
| Admin fee / account holder | $1,275 | $5,977-78.7% | $5,325-76.1% | $11,429-88.8% |