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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 | $33,609 | $92,684-63.7% | $82,706-59.4% | $134,509-75.0% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -21.39% | 945.84%-967.2pp | 701.76%-723.2pp | 418.13%-439.5pp |
| Employer contribution / active EE | $955 | $3,272-70.8% | $3,007-68.3% | $4,741-79.9% |
| Participant deferral / active EE | $2,047 | $4,800-57.4% | $4,394-53.4% | $6,400-68.0% |
| Admin fee / account holder | $972 | $5,982-83.8% | $5,329-81.8% | $11,427-91.5% |