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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 | $9,846 | $102,595-90.4% | $94,057-89.5% | $154,746-93.6% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | -51.38% | 583.42%-634.8pp | 480.62%-532.0pp | 172.34%-223.7pp |
| Employer contribution / active EE | $1,145 | $3,147-63.6% | $2,933-61.0% | $4,379-73.9% |
| Participant deferral / active EE | $4,141 | $5,118-19.1% | $4,709-12.1% | $6,730-38.5% |
| Admin fee / account holder | $5,167 | $7,736-33.2% | $7,244-28.7% | $14,365-64.0% |