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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 | $20,321 | $92,684-78.1% | $82,706-75.4% | $134,509-84.9% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -50.08% | 945.84%-995.9pp | 701.76%-751.8pp | 418.13%-468.2pp |
| Employer contribution / active EE | $511 | $3,272-84.4% | $3,007-83.0% | $4,741-89.2% |
| Participant deferral / active EE | $4,887 | $4,800+1.8% | $4,394+11.2% | $6,400-23.6% |
| Admin fee / account holder | $2,300 | $5,982-61.6% | $5,329-56.8% | $11,427-79.9% |