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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 | $29,940 | $92,743-67.7% | $82,744-63.8% | $134,532-77.7% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -23.03% | 946.63%-969.7pp | 702.22%-725.2pp | 418.27%-441.3pp |
| Employer contribution / active EE | $2,861 | $3,273-12.6% | $3,008-4.9% | $4,741-39.7% |
| Participant deferral / active EE | $4,769 | $4,802-0.7% | $4,395+8.5% | $6,401-25.5% |
| Admin fee / account holder | $309 | $5,977-94.8% | $5,325-94.2% | $11,429-97.3% |