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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 | $17,626 | $92,743-81.0% | $82,744-78.7% | $134,532-86.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -22.28% | 946.63%-968.9pp | 702.22%-724.5pp | 418.27%-440.5pp |
| Employer contribution / active EE | $1,103 | $3,273-66.3% | $3,008-63.3% | $4,741-76.7% |
| Participant deferral / active EE | $2,855 | $4,802-40.5% | $4,395-35.0% | $6,401-55.4% |
| Admin fee / account holder | $1,084 | $5,977-81.9% | $5,325-79.6% | $11,429-90.5% |